Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$698K Buy
4,797
+91
+2% +$13.2K 0.08% 260
2025
Q1
$726K Buy
4,706
+1,617
+52% +$249K 0.08% 233
2024
Q4
$433K Buy
3,089
+864
+39% +$121K 0.05% 346
2024
Q3
$299K Buy
2,225
+89
+4% +$11.9K 0.04% 400
2024
Q2
$253K Buy
2,136
+258
+14% +$30.6K 0.05% 345
2024
Q1
$231K Buy
+1,878
New +$231K 0.05% 366