Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996K Buy
3,275
+842
+35% +$256K 0.03% 432
2025
Q1
$653K Buy
2,433
+371
+18% +$99.6K 0.02% 520
2024
Q4
$508K Buy
2,062
+438
+27% +$108K 0.02% 558
2024
Q3
$372K Sell
1,624
-66
-4% -$15.1K 0.01% 541
2024
Q2
$341K Buy
1,690
+66
+4% +$13.3K 0.01% 542
2024
Q1
$317K Sell
1,624
-143
-8% -$27.9K 0.01% 554
2023
Q4
$273K Buy
+1,767
New +$273K 0.01% 573
2023
Q1
Sell
-578
Closed -$59.6K 1356
2022
Q4
$59.6K Buy
+578
New +$59.6K ﹤0.01% 844