Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Buy
802
+21
+3% +$12.1K 0.12% 131
2025
Q1
$442K Buy
781
+13
+2% +$7.35K 0.13% 133
2024
Q4
$461K Buy
768
+92
+14% +$55.2K 0.13% 129
2024
Q3
$394K Buy
676
+27
+4% +$15.7K 0.11% 130
2024
Q2
$313K Buy
649
+5
+0.8% +$2.41K 0.1% 159
2024
Q1
$361K Buy
644
+3
+0.5% +$1.68K 0.1% 148
2023
Q4
$363K Buy
641
+2
+0.3% +$1.13K 0.11% 139
2023
Q3
$328K Buy
639
+31
+5% +$15.9K 0.11% 144
2023
Q2
$285K Buy
608
+27
+5% +$12.7K 0.1% 154
2023
Q1
$325K Buy
+581
New +$325K 0.11% 139