Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$933K Buy
697
+107
+18% +$143K 0.03% 180
2025
Q1
$550K Buy
590
+37
+7% +$34.5K 0.02% 227
2024
Q4
$493K Sell
553
-241
-30% -$215K 0.02% 230
2024
Q3
$563K Buy
794
+28
+4% +$19.9K 0.02% 233
2024
Q2
$517K Buy
766
+11
+1% +$7.42K 0.02% 233
2024
Q1
$459K Buy
755
+3
+0.4% +$1.82K 0.02% 252
2023
Q4
$366K Buy
752
+220
+41% +$107K 0.01% 264
2023
Q3
$201K Buy
+532
New +$201K 0.01% 299