Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
1,290
+109
+9% +$87.4K 0.26% 87
2025
Q1
$783K Buy
1,181
+33
+3% +$21.9K 0.2% 106
2024
Q4
$796K Sell
1,148
-7
-0.6% -$4.85K 0.2% 98
2024
Q3
$962K Buy
1,155
+73
+7% +$60.8K 0.24% 91
2024
Q2
$1.11M Buy
+1,082
New +$1.11M 0.29% 89
2022
Q2
Sell
-28
Closed -$19K 521
2022
Q1
$19K Buy
+28
New +$19K ﹤0.01% 424