Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
1,023
+65
+7% +$18.1K 0.17% 78
2025
Q1
$298K Buy
958
+50
+6% +$15.6K 0.19% 74
2024
Q4
$237K Sell
908
-15
-2% -$3.91K 0.14% 79
2024
Q3
$297K Buy
923
+160
+21% +$51.6K 0.17% 74
2024
Q2
$238K Hold
763
0.15% 81
2024
Q1
$217K Sell
763
-48
-6% -$13.6K 0.14% 81
2023
Q4
$255K Buy
811
+50
+7% +$15.7K 0.17% 76
2023
Q3
$205K Sell
761
-200
-21% -$53.8K 0.14% 79
2023
Q2
$213K Buy
+961
New +$213K 0.14% 80
2020
Q2
$275K Buy
+1,166
New +$275K 0.23% 72