Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
784
+4
+0.5% +$3.58K 0.08% 129
2025
Q1
$530K Buy
780
+25
+3% +$17K 0.1% 141
2024
Q4
$476K Buy
755
+15
+2% +$9.45K 0.09% 142
2024
Q3
$573K Buy
740
+19
+3% +$14.7K 0.11% 124
2024
Q2
$594K Buy
721
+37
+5% +$30.5K 0.13% 103
2024
Q1
$451K Buy
684
+38
+6% +$25K 0.12% 121
2023
Q4
$376K Buy
646
+7
+1% +$4.07K 0.11% 131
2023
Q3
$293K Buy
639
+95
+17% +$43.6K 0.09% 155
2023
Q2
$264K Buy
+544
New +$264K 0.09% 159