Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
713
+46
+7% +$36.9K 0.07% 154
2025
Q1
$442K Buy
667
+57
+9% +$37.8K 0.06% 164
2024
Q4
$423K Sell
610
-21
-3% -$14.6K 0.05% 166
2024
Q3
$526K Buy
631
+225
+55% +$187K 0.06% 160
2024
Q2
$415K Buy
406
+33
+9% +$33.8K 0.05% 177
2024
Q1
$362K Buy
373
+28
+8% +$27.2K 0.04% 182
2023
Q4
$261K Sell
345
-249
-42% -$188K 0.03% 208
2023
Q3
$350K Buy
594
+188
+46% +$111K 0.04% 188
2023
Q2
$294K Buy
406
+29
+8% +$21K 0.04% 203
2023
Q1
$257K Buy
+377
New +$257K 0.03% 213