Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Buy
474
+12
+3% +$11.9K 0.14% 72
2025
Q1
$446K Buy
462
+13
+3% +$12.6K 0.15% 73
2024
Q4
$412K Buy
449
+8
+2% +$7.33K 0.13% 76
2024
Q3
$387K Buy
441
+59
+15% +$51.8K 0.13% 81
2024
Q2
$323K Sell
382
-14
-4% -$11.8K 0.11% 78
2024
Q1
$279K Sell
396
-12
-3% -$8.46K 0.1% 84
2023
Q4
$263K Buy
408
+53
+15% +$34.1K 0.1% 91
2023
Q3
$201K Buy
+355
New +$201K 0.1% 81