Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$974K Buy
12,291
+70
+0.6% +$5.55K 0.04% 267
2025
Q1
$920K Buy
12,221
+1,022
+9% +$76.9K 0.05% 240
2024
Q4
$804K Buy
11,199
+538
+5% +$38.6K 0.04% 271
2024
Q3
$652K Buy
10,661
+881
+9% +$53.9K 0.04% 298
2024
Q2
$508K Buy
9,780
+4,434
+83% +$230K 0.03% 338
2024
Q1
$276K Buy
5,346
+691
+15% +$35.7K 0.02% 475
2023
Q4
$213K Buy
4,655
+274
+6% +$12.5K 0.02% 516
2023
Q3
$218K Buy
+4,381
New +$218K 0.02% 456