Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
875
+26
+3% +$7.26K 0.09% 95
2025
Q1
$265K Buy
849
+45
+6% +$14K 0.14% 77
2024
Q4
$210K Sell
804
-38
-5% -$9.9K 0.09% 107
2024
Q3
$271K Buy
842
+2
+0.2% +$644 0.12% 91
2024
Q2
$262K Buy
840
+11
+1% +$3.44K 0.13% 85
2024
Q1
$236K Buy
829
+45
+6% +$12.8K 0.12% 90
2023
Q4
$226K Buy
+784
New +$226K 0.14% 82