Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$930K Buy
4,105
+1,359
+49% +$308K 0.08% 183
2025
Q1
$456K Buy
2,746
+86
+3% +$14.3K 0.04% 234
2024
Q4
$525K Buy
2,660
+53
+2% +$10.5K 0.05% 223
2024
Q3
$453K Buy
2,607
+7
+0.3% +$1.22K 0.04% 239
2024
Q2
$452K Buy
2,600
+178
+7% +$30.9K 0.05% 227
2024
Q1
$330K Buy
2,422
+151
+7% +$20.5K 0.03% 267
2023
Q4
$236K Buy
+2,271
New +$236K 0.02% 295