Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$942K Buy
+951
New +$942K 0.3% 83
2024
Q1
$892K Buy
1,218
+529
+77% +$388K 0.47% 49
2023
Q4
$455K Buy
689
+155
+29% +$102K 0.29% 48
2023
Q3
$302K Buy
534
+19
+4% +$10.7K 0.26% 50
2023
Q2
$277K Buy
515
+1
+0.2% +$539 0.21% 54
2023
Q1
$256K Buy
+514
New +$256K 0.19% 45