Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Buy
12,687
+4,774
+60% +$230K 0.01% 779
2025
Q1
$386K Buy
7,913
+104
+1% +$5.08K 0.01% 873
2024
Q4
$381K Buy
7,809
+1,043
+15% +$50.9K 0.01% 871
2024
Q3
$420K Buy
6,766
+59
+0.9% +$3.66K 0.01% 823
2024
Q2
$383K Buy
6,707
+490
+8% +$28K 0.01% 800
2024
Q1
$359K Buy
6,217
+2,009
+48% +$116K 0.01% 795
2023
Q4
$287K Buy
+4,208
New +$287K 0.01% 802