Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$993K Buy
11,246
+1,015
+10% +$89.6K 0.01% 740
2025
Q1
$971K Buy
10,231
+3,113
+44% +$295K 0.01% 732
2024
Q4
$604K Buy
7,118
+272
+4% +$23.1K 0.01% 853
2024
Q3
$685K Buy
6,846
+1,333
+24% +$133K 0.02% 783
2024
Q2
$491K Buy
5,513
+1,476
+37% +$131K 0.01% 889
2024
Q1
$336K Buy
4,037
+429
+12% +$35.7K 0.01% 972
2023
Q4
$282K Buy
3,608
+149
+4% +$11.6K 0.01% 1031
2023
Q3
$267K Buy
+3,459
New +$267K 0.01% 978