Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
996
+154
+18% +$122K 0.04% 248
2025
Q1
$686K Buy
842
+43
+5% +$35.1K 0.04% 263
2024
Q4
$753K Buy
799
+158
+25% +$149K 0.05% 231
2024
Q3
$569K Buy
641
+31
+5% +$27.5K 0.04% 281
2024
Q2
$461K Buy
610
+105
+21% +$79.4K 0.03% 295
2024
Q1
$417K Buy
505
+14
+3% +$11.6K 0.03% 322
2023
Q4
$395K Buy
491
+21
+4% +$16.9K 0.03% 298
2023
Q3
$341K Buy
470
+46
+11% +$33.4K 0.03% 304
2023
Q2
$332K Buy
424
+52
+14% +$40.7K 0.03% 286
2023
Q1
$268K Buy
372
+47
+14% +$33.8K 0.03% 299
2022
Q4
$213K Buy
+325
New +$213K 0.03% 312