Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Buy
949
+6
+0.6% +$4.73K 0.18% 97
2025
Q1
$579K Buy
+943
New +$579K 0.15% 109
2024
Q4
Sell
-922
Closed -$573K 232
2024
Q3
$573K Buy
922
+560
+155% +$348K 0.15% 112
2024
Q2
$238K Buy
362
+31
+9% +$20.4K 0.07% 227
2024
Q1
$215K Sell
331
-19
-5% -$12.4K 0.06% 261
2023
Q4
$219K Buy
+350
New +$219K 0.06% 264