Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
1,255
+16
+1% +$14.4K 0.2% 109
2025
Q1
$845K Buy
1,239
+250
+25% +$171K 0.16% 135
2024
Q4
$625K Sell
989
-232
-19% -$147K 0.13% 157
2024
Q3
$947K Buy
1,221
+476
+64% +$369K 0.19% 107
2024
Q2
$616K Buy
+745
New +$616K 0.13% 123