Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
38,415
-559
-1% -$2.92K ﹤0.01% 1647
2025
Q1
$187K Buy
38,974
+1,196
+3% +$5.75K ﹤0.01% 1517
2024
Q4
$236K Buy
37,778
+1,474
+4% +$9.21K ﹤0.01% 1458
2024
Q3
$266K Buy
36,304
+1,742
+5% +$12.8K ﹤0.01% 1271
2024
Q2
$204K Buy
34,562
+2,340
+7% +$13.8K ﹤0.01% 1300
2024
Q1
$193K Buy
32,222
+2,384
+8% +$14.3K ﹤0.01% 1316
2023
Q4
$199K Buy
29,838
+2,688
+10% +$17.9K 0.01% 1212
2023
Q3
$193K Buy
27,150
+2,212
+9% +$15.7K 0.01% 1155
2023
Q2
$201K Buy
+24,938
New +$201K 0.01% 1074