Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
11,440
+221
+2% +$12.6K 0.01% 507
2025
Q1
$558K Buy
11,219
+108
+1% +$5.37K 0.02% 488
2024
Q4
$776K Buy
11,111
+262
+2% +$18.3K 0.03% 366
2024
Q3
$753K Buy
10,849
+382
+4% +$26.5K 0.03% 308
2024
Q2
$617K Buy
10,467
+1,111
+12% +$65.5K 0.03% 295
2024
Q1
$455K Buy
+9,356
New +$455K 0.03% 271