Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
1,413
+401
+40% +$359K 0.17% 122
2025
Q1
$687K Buy
1,012
+523
+107% +$355K 0.15% 134
2024
Q4
$308K Buy
489
+11
+2% +$6.92K 0.09% 182
2024
Q3
$370K Buy
478
+64
+15% +$49.6K 0.12% 149
2024
Q2
$294K Hold
414
0.13% 164
2024
Q1
$294K Hold
414
0.13% 164
2023
Q4
$241K Buy
+414
New +$241K 0.11% 188