Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
1,004
+3
+0.3% +$838 0.11% 121
2025
Q1
$312K Buy
1,001
+3
+0.3% +$934 0.13% 106
2024
Q4
$260K Buy
998
+104
+12% +$27.1K 0.11% 118
2024
Q3
$288K Buy
894
+3
+0.3% +$967 0.12% 112
2024
Q2
$279K Buy
891
+3
+0.3% +$938 0.13% 113
2024
Q1
$253K Sell
888
-147
-14% -$41.8K 0.12% 112
2023
Q4
$298K Buy
1,035
+3
+0.3% +$864 0.16% 103
2023
Q3
$277K Buy
1,032
+4
+0.4% +$1.08K 0.16% 100
2023
Q2
$228K Buy
1,028
+4
+0.4% +$888 0.13% 118
2023
Q1
$248K Buy
1,024
+135
+15% +$32.7K 0.16% 108
2022
Q4
$234K Hold
889
0.15% 105
2022
Q3
$234K Buy
+889
New +$234K 0.15% 105