Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
1,238
+93
+8% +$83.3K 0.02% 551
2025
Q1
$781K Buy
1,145
+254
+29% +$173K 0.02% 604
2024
Q4
$561K Buy
891
+72
+9% +$45.4K 0.02% 544
2024
Q3
$634K Buy
819
+113
+16% +$87.5K 0.02% 504
2024
Q2
$584K Buy
706
+253
+56% +$209K 0.03% 435
2024
Q1
$322K Buy
453
+31
+7% +$22K 0.02% 514
2023
Q4
$245K Buy
422
+184
+77% +$107K 0.02% 507
2023
Q3
$109K Buy
238
+23
+11% +$10.5K 0.02% 528
2023
Q2
$104K Buy
215
+92
+75% +$44.6K 0.02% 447
2023
Q1
$49.1K Buy
123
+40
+48% +$16K 0.01% 606
2022
Q4
$31.3K Buy
+83
New +$31.3K 0.01% 600