Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
411
-20
-5% -$17.9K 0.03% 261
2025
Q1
$293K Buy
431
+28
+7% +$19.1K 0.03% 274
2024
Q4
$254K Buy
403
+37
+10% +$23.3K 0.03% 290
2024
Q3
$284K Buy
366
+32
+10% +$24.8K 0.03% 272
2024
Q2
$275K Sell
334
-90
-21% -$74.1K 0.02% 272
2024
Q1
$296K Sell
424
-2
-0.5% -$1.4K 0.03% 247
2023
Q4
$248K Sell
426
-50
-11% -$29.1K 0.03% 275
2023
Q3
$218K Sell
476
-245
-34% -$112K 0.03% 237
2023
Q2
$349K Buy
+721
New +$349K 0.04% 182
2021
Q4
Sell
-688
Closed -$231K 346
2021
Q3
$231K Buy
+688
New +$231K 0.05% 327