Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$763K Buy
2,299
+238
+12% +$79K 0.02% 201
2025
Q1
$719K Buy
2,061
+238
+13% +$83K 0.02% 197
2024
Q4
$617K Buy
1,823
+149
+9% +$50.4K 0.02% 204
2024
Q3
$524K Buy
1,674
+368
+28% +$115K 0.02% 230
2024
Q2
$348K Buy
1,306
+156
+14% +$41.6K 0.01% 270
2024
Q1
$355K Buy
1,150
+360
+46% +$111K 0.01% 266
2023
Q4
$223K Buy
+790
New +$223K 0.01% 317
2019
Q4
Sell
-9
Closed -$2.54K 938
2019
Q3
$2.54K Buy
+9
New +$2.54K ﹤0.01% 619
2019
Q2
Sell
-9
Closed -$2.4K 674
2019
Q1
$2.4K Buy
+9
New +$2.4K ﹤0.01% 540