Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Buy
1,454
+67
+5% +$31.4K 0.05% 276
2025
Q1
$646K Buy
+1,387
New +$646K 0.06% 223
2024
Q2
Sell
-433
Closed -$201K 222
2024
Q1
$201K Buy
+433
New +$201K 0.04% 187
2023
Q3
Sell
-404
Closed -$154K 611
2023
Q2
$154K Buy
+404
New +$154K 0.03% 168
2023
Q1
Sell
-40
Closed -$13K 541
2022
Q4
$13K Buy
+40
New +$13K ﹤0.01% 368