Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$901K Buy
673
+15
+2% +$20.1K 0.03% 108
2025
Q1
$614K Buy
658
+137
+26% +$128K 0.02% 115
2024
Q4
$464K Buy
521
+2
+0.4% +$1.78K 0.02% 126
2024
Q3
$368K Buy
519
+12
+2% +$8.51K 0.01% 147
2024
Q2
$342K Buy
507
+53
+12% +$35.8K 0.01% 150
2024
Q1
$276K Sell
454
-132
-23% -$80.2K 0.01% 164
2023
Q4
$221K Hold
586
0.01% 156
2023
Q3
$221K Buy
586
+14
+2% +$5.29K 0.01% 156
2023
Q2
$252K Buy
+572
New +$252K 0.02% 150