Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$823K Buy
1,027
+416
+68% +$333K 0.03% 273
2025
Q1
$405K Buy
611
+187
+44% +$124K 0.02% 345
2024
Q4
$294K Sell
424
-98
-19% -$67.9K 0.01% 402
2024
Q3
$435K Buy
522
+4
+0.8% +$3.33K 0.02% 316
2024
Q2
$530K Sell
518
-45
-8% -$46K 0.02% 263
2024
Q1
$546K Buy
563
+173
+44% +$168K 0.03% 258
2023
Q4
$295K Buy
390
+24
+7% +$18.2K 0.02% 307
2023
Q3
$215K Buy
+366
New +$215K 0.03% 228