Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
1,168
+15
+1% +$12K 0.28% 44
2025
Q1
$764K Buy
1,153
+303
+36% +$201K 0.36% 37
2024
Q4
$589K Buy
850
+45
+6% +$31.2K 0.29% 43
2024
Q3
$671K Sell
805
-31
-4% -$25.8K 0.4% 42
2024
Q2
$855K Buy
836
+106
+15% +$108K 0.57% 26
2024
Q1
$708K Buy
730
+26
+4% +$25.2K 0.48% 34
2023
Q4
$533K Buy
+704
New +$533K 0.41% 42