Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
910
+6
+0.7% +$1.87K 0.1% 51
2025
Q1
$305K Buy
904
+5
+0.6% +$1.69K 0.13% 45
2024
Q4
$305K Buy
899
+8
+0.9% +$2.71K 0.13% 44
2024
Q3
$258K Buy
891
+8
+0.9% +$2.32K 0.11% 45
2024
Q2
$231K Buy
883
+6
+0.7% +$1.57K 0.11% 45
2024
Q1
$260K Sell
877
-86
-9% -$25.5K 0.13% 40
2023
Q4
$278K Buy
963
+6
+0.6% +$1.73K 0.14% 37
2023
Q3
$244K Hold
957
0.15% 35
2023
Q2
$278K Buy
957
+8
+0.8% +$2.33K 0.15% 34
2023
Q1
$247K Buy
+949
New +$247K 0.15% 35