Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$729K Buy
17,457
+411
+2% +$17.2K 0.04% 158
2025
Q1
$719K Buy
17,046
+5,292
+45% +$223K 0.04% 156
2024
Q4
$571K Buy
11,754
+37
+0.3% +$1.8K 0.03% 177
2024
Q3
$773K Buy
11,717
+916
+8% +$60.4K 0.04% 156
2024
Q2
$622K Buy
10,801
+410
+4% +$23.6K 0.03% 180
2024
Q1
$662K Buy
10,391
+5,334
+105% +$340K 0.03% 177
2023
Q4
$319K Buy
+5,057
New +$319K 0.02% 239