Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$850K Sell
635
-19
-3% -$25.4K ﹤0.01% 246
2025
Q1
$610K Sell
654
-11
-2% -$10.3K ﹤0.01% 274
2024
Q4
$593K Buy
665
+3
+0.5% +$2.67K ﹤0.01% 272
2024
Q3
$470K Sell
662
-10
-1% -$7.09K ﹤0.01% 286
2024
Q2
$454K Sell
672
-13
-2% -$8.77K ﹤0.01% 290
2024
Q1
$416K Buy
685
+66
+11% +$40.1K ﹤0.01% 300
2023
Q4
$301K Sell
619
-30
-5% -$14.6K ﹤0.01% 308
2023
Q3
$245K Sell
649
-26
-4% -$9.82K ﹤0.01% 309
2023
Q2
$297K Buy
675
+41
+6% +$18.1K ﹤0.01% 310
2023
Q1
$219K Buy
+634
New +$219K ﹤0.01% 326