Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
884
+41
+5% +$15.9K 0.1% 78
2025
Q1
$323K Sell
843
-156
-16% -$59.8K 0.15% 67
2024
Q4
$444K Buy
999
+179
+22% +$79.6K 0.21% 43
2024
Q3
$425K Buy
820
+47
+6% +$24.3K 0.22% 40
2024
Q2
$429K Buy
773
+418
+118% +$232K 0.27% 36
2024
Q1
$179K Buy
355
+6
+2% +$3.03K 0.13% 55
2023
Q4
$208K Buy
349
+3
+0.9% +$1.79K 0.19% 43
2023
Q3
$184K Sell
346
-49
-12% -$26.1K 0.12% 59
2023
Q2
$207K Buy
+395
New +$207K 0.14% 57