Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
2,406
+336
+16% +$164K 0.01% 906
2025
Q1
$1.25M Buy
2,070
+43
+2% +$26K 0.01% 733
2024
Q4
$1.09M Buy
2,027
+131
+7% +$70.3K 0.01% 733
2024
Q3
$1.14M Buy
1,896
+35
+2% +$21K 0.02% 530
2024
Q2
$1.01M Buy
+1,861
New +$1.01M 0.04% 350