Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Sell
467
-28
-6% -$25.1K 0.06% 122
2025
Q1
$337K Buy
495
+1
+0.2% +$680 0.05% 148
2024
Q4
$311K Sell
494
-46
-9% -$29K 0.05% 149
2024
Q3
$418K Sell
540
-8
-1% -$6.2K 0.06% 104
2024
Q2
$452K Buy
548
+18
+3% +$14.8K 0.07% 90
2024
Q1
$370K Buy
530
+9
+2% +$6.29K 0.06% 104
2023
Q4
$303K Buy
+521
New +$303K 0.05% 111
2023
Q3
Sell
-426
Closed -$207K 162
2023
Q2
$207K Buy
+426
New +$207K 0.05% 123
2021
Q4
Sell
-88
Closed -$29K 418
2021
Q3
$29K Buy
+88
New +$29K 0.01% 298