Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
71
+7
+11% +$51.7K 0.19% 42
2025
Q1
$464K Buy
64
+11
+21% +$79.7K 0.2% 39
2024
Q4
$433K Buy
53
+2
+4% +$16.4K 0.2% 40
2024
Q3
$500K Buy
51
+4
+9% +$39.2K 0.22% 32
2024
Q2
$357K Sell
47
-5
-10% -$37.9K 0.17% 45
2024
Q1
$421K Buy
52
+5
+11% +$40.5K 0.21% 30
2023
Q4
$329K Sell
47
-2
-4% -$14K 0.17% 34
2023
Q3
$292K Sell
49
-14
-22% -$83.5K 0.18% 35
2023
Q2
$400K Buy
63
+7
+13% +$44.5K 0.23% 28
2023
Q1
$312K Buy
56
+8
+17% +$44.6K 0.2% 28
2022
Q4
$221K Buy
+48
New +$221K 0.15% 44