Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Buy
2,426
+616
+34% +$148K 0.04% 429
2025
Q1
$410K Buy
1,810
+666
+58% +$151K 0.03% 491
2024
Q4
$235K Sell
1,144
-181
-14% -$37.2K 0.02% 625
2024
Q3
$321K Buy
1,325
+317
+31% +$76.9K 0.03% 444
2024
Q2
$221K Buy
1,008
+307
+44% +$67.4K 0.03% 469
2024
Q1
$158K Buy
701
+199
+40% +$44.7K 0.03% 471
2023
Q4
$110K Buy
+502
New +$110K 0.03% 505