Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$973K Buy
9,134
+446
+5% +$47.5K 0.08% 283
2025
Q1
$763K Buy
8,688
+8,680
+108,500% +$762K 0.07% 316
2024
Q4
$976 Sell
8
-8,059
-100% -$983K 0.09% 242
2024
Q3
$996K Buy
8,067
+547
+7% +$67.5K 0.08% 255
2024
Q2
$968K Buy
7,520
+2,219
+42% +$286K 0.09% 243
2024
Q1
$556K Buy
5,301
+318
+6% +$33.4K 0.05% 403
2023
Q4
$439K Buy
4,983
+1,265
+34% +$111K 0.04% 460
2023
Q3
$282K Buy
+3,718
New +$282K 0.03% 576