Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
24,919
+19
+0.1% +$398 0.01% 552
2025
Q1
$597K Buy
24,900
+3
+0% +$72 0.01% 524
2024
Q4
$519K Buy
24,897
+409
+2% +$8.53K 0.01% 559
2024
Q3
$545K Sell
24,488
-30
-0.1% -$668 0.01% 552
2024
Q2
$446K Sell
24,518
-591
-2% -$10.7K 0.01% 626
2024
Q1
$533K Buy
25,109
+468
+2% +$9.94K 0.01% 571
2023
Q4
$531K Buy
24,641
+31
+0.1% +$667 0.01% 548
2023
Q3
$458K Buy
+24,610
New +$458K 0.01% 551