Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$893K Buy
1,669
+69
+4% +$36.9K 0.03% 443
2025
Q1
$591K Buy
1,600
+38
+2% +$14K 0.02% 552
2024
Q4
$709K Buy
1,562
+463
+42% +$210K 0.03% 485
2024
Q3
$473K Sell
1,099
-1,071
-49% -$461K 0.02% 626
2024
Q2
$792K Buy
2,170
+686
+46% +$250K 0.03% 445
2024
Q1
$520K Buy
+1,484
New +$520K 0.02% 626