Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Buy
11,600
+4,682
+68% +$301K 0.05% 274
2025
Q1
$481K Buy
6,918
+1,382
+25% +$96.1K 0.04% 322
2024
Q4
$402K Buy
5,536
+925
+20% +$67.1K 0.04% 337
2024
Q3
$387K Buy
4,611
+112
+2% +$9.4K 0.03% 324
2024
Q2
$300K Buy
4,499
+178
+4% +$11.9K 0.03% 350
2024
Q1
$341K Sell
4,321
-4,327
-50% -$341K 0.03% 338
2023
Q4
$579K Buy
+8,648
New +$579K 0.02% 369