Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$979K Buy
1,224
+29
+2% +$23.2K 0.04% 265
2025
Q1
$799K Sell
1,195
-19
-2% -$12.7K 0.04% 260
2024
Q4
$897K Buy
1,214
+98
+9% +$72.4K 0.05% 243
2024
Q3
$912K Buy
1,116
+54
+5% +$44.1K 0.05% 223
2024
Q2
$1.15M Buy
1,062
+268
+34% +$291K 0.07% 170
2024
Q1
$786K Buy
794
+95
+14% +$94K 0.06% 227
2023
Q4
$504K Buy
699
+184
+36% +$133K 0.04% 304
2023
Q3
$305K Buy
515
+141
+38% +$83.4K 0.03% 372
2023
Q2
$282K Buy
374
+16
+4% +$12.1K 0.03% 390
2023
Q1
$237K Buy
358
+21
+6% +$13.9K 0.03% 405
2022
Q4
$201K Buy
+337
New +$201K 0.03% 430