Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$508K Buy
567
+24
+4% +$21.5K 0.11% 158
2025
Q1
$369K Buy
543
+5
+0.9% +$3.4K 0.09% 181
2024
Q4
$339K Sell
538
-14
-3% -$8.82K 0.08% 191
2024
Q3
$428K Buy
552
+2
+0.4% +$1.55K 0.11% 153
2024
Q2
$453K Buy
550
+18
+3% +$14.8K 0.12% 144
2024
Q1
$372K Buy
532
+25
+5% +$17.5K 0.1% 172
2023
Q4
$295K Buy
507
+21
+4% +$12.2K 0.1% 199
2023
Q3
$223K Buy
486
+47
+11% +$21.6K 0.08% 223
2023
Q2
$213K Buy
+439
New +$213K 0.08% 240