Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
272
+10
+4% +$37.1K 0.65% 34
2025
Q1
$999K Buy
262
+21
+9% +$80.1K 0.73% 33
2024
Q4
$772K Buy
241
+9
+4% +$28.8K 0.54% 38
2024
Q3
$731K Buy
232
+9
+4% +$28.4K 0.55% 39
2024
Q2
$661K Buy
223
+16
+8% +$47.4K 0.5% 38
2024
Q1
$652K Sell
207
-11
-5% -$34.7K 0.5% 37
2023
Q4
$564K Buy
+218
New +$564K 0.47% 40