Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
77,100
+2,694
+4% +$26.2K 0.01% 687
2025
Q1
$743K Buy
74,406
+20,528
+38% +$205K 0.01% 649
2024
Q4
$478K Sell
53,878
-11,678
-18% -$104K ﹤0.01% 780
2024
Q3
$766K Buy
65,556
+11,653
+22% +$136K 0.01% 656
2024
Q2
$602K Buy
53,903
+5,794
+12% +$64.7K 0.01% 679
2024
Q1
$586K Buy
48,109
+1,396
+3% +$17K 0.01% 697
2023
Q4
$741K Buy
46,713
+6,274
+16% +$99.5K 0.01% 610
2023
Q3
$542K Buy
+40,439
New +$542K 0.01% 639