Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$842K Sell
940
-22
-2% -$19.7K 0.21% 68
2025
Q1
$654K Buy
962
+8
+0.8% +$5.44K 0.18% 76
2024
Q4
$601K Buy
954
+117
+14% +$73.7K 0.16% 85
2024
Q3
$648K Buy
837
+19
+2% +$14.7K 0.18% 79
2024
Q2
$674K Sell
818
-22
-3% -$18.1K 0.19% 72
2024
Q1
$587K Sell
840
-4
-0.5% -$2.79K 0.15% 86
2023
Q4
$491K Buy
844
+231
+38% +$134K 0.14% 95
2023
Q3
$281K Buy
+613
New +$281K 0.11% 98