Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
1,707
+312
+22% +$146K 0.19% 78
2025
Q1
$649K Buy
1,395
+54
+4% +$25.1K 0.18% 81
2024
Q4
$561K Buy
1,341
+4
+0.3% +$1.68K 0.16% 98
2024
Q3
$638K Buy
1,337
+350
+35% +$167K 0.24% 74
2024
Q2
$433K Sell
987
-73
-7% -$32K 0.22% 94
2024
Q1
$492K Buy
1,060
+536
+102% +$249K 0.45% 56
2023
Q4
$215K Buy
+524
New +$215K 0.24% 121