Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$776K Buy
4,346
+106
+3% +$18.9K 0.01% 842
2025
Q1
$680K Buy
4,240
+906
+27% +$145K 0.01% 876
2024
Q4
$580K Buy
3,334
+222
+7% +$38.6K 0.01% 868
2024
Q3
$704K Buy
3,112
+503
+19% +$114K 0.02% 775
2024
Q2
$584K Buy
2,609
+371
+17% +$83.1K 0.02% 806
2024
Q1
$572K Buy
2,238
+221
+11% +$56.5K 0.01% 773
2023
Q4
$459K Buy
2,017
+257
+15% +$58.4K 0.01% 818
2023
Q3
$355K Buy
+1,760
New +$355K 0.01% 821