Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
1,026
+132
+15% +$76.1K 0.04% 423
2025
Q1
$506K Buy
894
+69
+8% +$39K 0.04% 413
2024
Q4
$495K Buy
825
+410
+99% +$246K 0.04% 365
2024
Q3
$242K Buy
415
+136
+49% +$79.3K 0.02% 540
2024
Q2
$134K Buy
279
+59
+27% +$28.4K 0.02% 637
2024
Q1
$123K Buy
220
+34
+18% +$19.1K 0.03% 558
2023
Q4
$111K Buy
+186
New +$111K 0.03% 500