Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Buy
538
+43
+9% +$38.5K 0.12% 131
2025
Q1
$337K Buy
495
+16
+3% +$10.9K 0.1% 154
2024
Q4
$302K Buy
479
+29
+6% +$18.3K 0.08% 150
2024
Q3
$349K Sell
450
-9
-2% -$6.98K 0.09% 152
2024
Q2
$378K Sell
459
-8
-2% -$6.59K 0.11% 128
2024
Q1
$326K Sell
467
-23
-5% -$16.1K 0.09% 140
2023
Q4
$285K Buy
490
+33
+7% +$19.2K 0.08% 145
2023
Q3
$210K Buy
+457
New +$210K 0.07% 170
2021
Q1
Sell
-74
Closed -$19K 577
2020
Q4
$19K Buy
+74
New +$19K 0.01% 372