Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
901
+4
+0.4% +$5.36K 0.05% 94
2025
Q1
$838K Buy
897
+155
+21% +$145K 0.04% 106
2024
Q4
$668K Sell
742
-9
-1% -$8.1K 0.03% 126
2024
Q3
$533K Buy
751
+86
+13% +$61K 0.02% 141
2024
Q2
$449K Buy
665
+43
+7% +$29K 0.02% 151
2024
Q1
$378K Buy
+622
New +$378K 0.02% 150