Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
6,903
+84
+1% +$4.57K 0.02% 199
2025
Q1
$344K Sell
6,819
-1,069
-14% -$53.9K 0.02% 197
2024
Q4
$358K Buy
7,888
+39
+0.5% +$1.77K 0.02% 196
2024
Q3
$373K Buy
7,849
+46
+0.6% +$2.18K 0.02% 205
2024
Q2
$358K Buy
7,803
+15
+0.2% +$688 0.02% 197
2024
Q1
$337K Buy
7,788
+2,204
+39% +$95.4K 0.01% 196
2023
Q4
$221K Sell
5,584
-816
-13% -$32.4K 0.01% 246
2023
Q3
$216K Buy
6,400
+95
+2% +$3.2K 0.01% 226
2023
Q2
$211K Buy
+6,305
New +$211K 0.01% 227