Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
894
+45
+5% +$22.9K 0.04% 218
2025
Q1
$368K Sell
849
-262
-24% -$113K 0.04% 230
2024
Q4
$539K Buy
1,111
+415
+60% +$201K 0.06% 169
2024
Q3
$353K Buy
696
+173
+33% +$87.6K 0.04% 230
2024
Q2
$311K Sell
523
-44
-8% -$26.2K 0.02% 248
2024
Q1
$324K Buy
567
+178
+46% +$102K 0.03% 231
2023
Q4
$200K Buy
+389
New +$200K 0.02% 325