Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
322
-4
-1% -$3.12K 0.09% 56
2025
Q1
$269K Buy
326
+21
+7% +$17.3K 0.11% 49
2024
Q4
$235K Buy
305
+46
+18% +$35.5K 0.1% 50
2024
Q3
$229K Buy
259
+8
+3% +$7.09K 0.1% 51
2024
Q2
$227K Buy
+251
New +$227K 0.11% 46
2023
Q3
Sell
-8
Closed -$3.48K 309
2023
Q2
$3.48K Buy
8
+3
+60% +$1.3K ﹤0.01% 192
2023
Q1
$2.16K Buy
+5
New +$2.16K ﹤0.01% 206