Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$999K Buy
746
+50
+7% +$67K 0.31% 43
2025
Q1
$649K Buy
696
+82
+13% +$76.5K 0.24% 47
2024
Q4
$547K Buy
614
+2
+0.3% +$1.78K 0.21% 54
2024
Q3
$512K Buy
612
+63
+11% +$52.7K 0.18% 60
2024
Q2
$353K Buy
549
+80
+17% +$51.4K 0.15% 69
2024
Q1
$286K Buy
469
+53
+13% +$32.4K 0.13% 78
2023
Q4
$235K Buy
+416
New +$235K 0.11% 91