Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
127,074
+912
+0.7% +$7.61K 0.01% 1249
2025
Q1
$1.04M Buy
126,162
+1,840
+1% +$15.2K 0.01% 1171
2024
Q4
$997K Buy
124,322
+1,012
+0.8% +$8.12K 0.01% 1167
2024
Q3
$1M Buy
123,310
+1,705
+1% +$13.9K 0.01% 1103
2024
Q2
$953K Buy
121,605
+4,613
+4% +$36.2K 0.01% 1092
2024
Q1
$931K Buy
116,992
+47,585
+69% +$379K 0.01% 1037
2023
Q4
$548K Buy
+69,407
New +$548K 0.01% 1234