Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$743K Buy
927
+130
+16% +$104K 0.05% 175
2025
Q1
$528K Buy
797
+25
+3% +$16.6K 0.04% 184
2024
Q4
$535K Buy
772
+49
+7% +$34K 0.04% 181
2024
Q3
$602K Buy
723
+243
+51% +$202K 0.05% 171
2024
Q2
$491K Buy
480
+14
+3% +$14.3K 0.04% 177
2024
Q1
$452K Buy
+466
New +$452K 0.04% 181