Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Sell
515
-18
-3% -$14.3K 0.02% 497
2025
Q1
$435K Hold
533
0.02% 465
2024
Q4
$503K Buy
533
+125
+31% +$118K 0.02% 421
2024
Q3
$362K Sell
408
-56
-12% -$49.7K 0.02% 498
2024
Q2
$351K Buy
464
+7
+2% +$5.3K 0.02% 487
2024
Q1
$377K Buy
457
+18
+4% +$14.9K 0.02% 464
2023
Q4
$354K Hold
439
0.02% 464
2023
Q3
$319K Buy
439
+7
+2% +$5.08K 0.02% 474
2023
Q2
$339K Buy
+432
New +$339K 0.02% 463