Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
6,159
+489
+9% +$109K 0.11% 160
2025
Q1
$1.17M Buy
5,670
+3,224
+132% +$663K 0.11% 164
2024
Q4
$447K Buy
2,446
+7
+0.3% +$1.28K 0.05% 246
2024
Q3
$502K Buy
2,439
+263
+12% +$54.1K 0.05% 234
2024
Q2
$381K Sell
2,176
-1,072
-33% -$188K 0.05% 258
2024
Q1
$558K Buy
3,248
+248
+8% +$42.6K 0.07% 208
2023
Q4
$452K Buy
+3,000
New +$452K 0.07% 227