Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
1,511
+38
+3% +$29K 0.03% 153
2025
Q1
$927K Buy
1,473
+222
+18% +$140K 0.02% 192
2024
Q4
$761K Buy
+1,251
New +$761K 0.02% 210
2024
Q2
$359K Buy
466
+392
+530% +$302K 0.01% 240
2024
Q1
$47.9K Buy
74
+17
+30% +$11K ﹤0.01% 182
2023
Q4
$30K Sell
57
-3
-5% -$1.58K ﹤0.01% 199
2023
Q3
$26K Buy
+60
New +$26K ﹤0.01% 177