Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Sell
518
-24
-4% -$23.7K 0.24% 96
2025
Q1
$512K Buy
542
+7
+1% +$6.62K 0.25% 97
2024
Q4
$491K Sell
535
-23
-4% -$21.1K 0.24% 96
2024
Q3
$495K Sell
558
-1
-0.2% -$887 0.26% 96
2024
Q2
$475K Buy
559
+102
+22% +$86.7K 0.28% 96
2024
Q1
$335K Buy
457
+17
+4% +$12.5K 0.22% 114
2023
Q4
$290K Buy
+440
New +$290K 0.21% 118