Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$721K Buy
805
+23
+3% +$20.6K 0.34% 65
2025
Q1
$532K Buy
782
+396
+103% +$269K 0.29% 55
2024
Q4
$243K Buy
386
+31
+9% +$19.5K 0.13% 90
2024
Q3
$275K Buy
355
+27
+8% +$20.9K 0.15% 83
2024
Q2
$270K Buy
328
+25
+8% +$20.6K 0.16% 81
2024
Q1
$212K Buy
+303
New +$212K 0.13% 96