Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
1,533
+21
+1% +$9.85K 0.02% 181
2025
Q1
$704K Buy
1,512
+313
+26% +$146K 0.03% 172
2024
Q4
$502K Buy
1,199
+41
+4% +$17.2K 0.02% 195
2024
Q3
$552K Buy
1,158
+25
+2% +$11.9K 0.02% 178
2024
Q2
$497K Buy
1,133
+38
+3% +$16.7K 0.02% 184
2024
Q1
$508K Buy
1,095
+72
+7% +$33.4K 0.02% 179
2023
Q4
$420K Buy
1,023
+138
+16% +$56.7K 0.02% 183
2023
Q3
$330K Buy
885
+61
+7% +$22.7K 0.02% 193
2023
Q2
$314K Buy
824
+57
+7% +$21.7K 0.02% 192
2023
Q1
$273K Hold
767
0.02% 211
2022
Q4
$250K Buy
+767
New +$250K 0.01% 209