Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$976K Buy
729
+43
+6% +$57.6K 0.19% 134
2025
Q1
$639K Buy
686
+5
+0.7% +$4.66K 0.14% 152
2024
Q4
$662K Buy
681
+21
+3% +$20.4K 0.14% 138
2024
Q3
$498K Sell
660
-6
-0.9% -$4.53K 0.12% 148
2024
Q2
$437K Buy
+666
New +$437K 0.13% 131
2023
Q4
$512K Buy
+1,052
New +$512K 0.21% 101