Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
4,691
+983
+27% +$87.9K 0.03% 436
2025
Q1
$281K Buy
3,708
+312
+9% +$23.7K 0.02% 445
2024
Q4
$263K Buy
3,396
+1
+0% +$77 0.02% 441
2024
Q3
$248K Buy
3,395
+31
+0.9% +$2.26K 0.02% 398
2024
Q2
$203K Buy
3,364
+120
+4% +$7.23K 0.02% 424
2024
Q1
$205K Buy
+3,244
New +$205K 0.02% 425