Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$870K Buy
971
+57
+6% +$51.1K 0.07% 84
2025
Q1
$621K Buy
914
+29
+3% +$19.7K 0.05% 89
2024
Q4
$558K Buy
885
+114
+15% +$71.8K 0.05% 93
2024
Q3
$597K Buy
771
+79
+11% +$61.2K 0.06% 79
2024
Q2
$571K Buy
692
+358
+107% +$295K 0.06% 75
2024
Q1
$233K Buy
+334
New +$233K 0.03% 107