Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$915K Buy
3,149
+461
+17% +$134K 0.28% 84
2025
Q1
$668K Buy
2,688
+196
+8% +$48.7K 0.23% 93
2024
Q4
$543K Buy
2,492
+211
+9% +$45.9K 0.19% 102
2024
Q3
$504K Buy
2,281
+94
+4% +$20.8K 0.18% 103
2024
Q2
$378K Buy
2,187
+3
+0.1% +$519 0.15% 111
2024
Q1
$417K Buy
+2,184
New +$417K 0.17% 106