Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$570K Buy
2,070
+161
+8% +$44.3K ﹤0.01% 3458
2025
Q1
$352K Sell
1,909
-17
-0.9% -$3.13K ﹤0.01% 3597
2024
Q4
$379K Buy
1,926
+68
+4% +$13.4K ﹤0.01% 3601
2024
Q3
$387K Sell
1,858
-10
-0.5% -$2.08K ﹤0.01% 3557
2024
Q2
$438K Buy
1,868
+60
+3% +$14.1K ﹤0.01% 3460
2024
Q1
$321K Sell
1,808
-657
-27% -$117K ﹤0.01% 3565
2023
Q4
$339K Buy
2,465
+385
+19% +$52.9K ﹤0.01% 3576
2023
Q3
$234K Sell
2,080
-5
-0.2% -$562 ﹤0.01% 3653
2023
Q2
$245K Buy
+2,085
New +$245K ﹤0.01% 3666