Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
14,797
+1,810
+14% +$74.4K 0.01% 945
2025
Q1
$635K Buy
12,987
+2,343
+22% +$115K 0.01% 904
2024
Q4
$604K Buy
10,644
+3,902
+58% +$221K 0.01% 854
2024
Q3
$414K Sell
6,742
-5,621
-45% -$345K 0.01% 1021
2024
Q2
$768K Buy
12,363
+478
+4% +$29.7K 0.02% 695
2024
Q1
$838K Buy
11,885
+2,662
+29% +$188K 0.02% 639
2023
Q4
$623K Buy
+9,223
New +$623K 0.02% 699