Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
971
+196
+25% +$77.5K 0.04% 301
2025
Q1
$288K Buy
775
+117
+18% +$43.5K 0.03% 333
2024
Q4
$237K Buy
658
+2
+0.3% +$720 0.03% 369
2024
Q3
$237K Buy
656
+26
+4% +$9.4K 0.02% 360
2024
Q2
$214K Buy
630
+38
+6% +$12.9K 0.02% 366
2024
Q1
$212K Buy
+592
New +$212K 0.02% 368