Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
586
+12
+2% +$10.7K ﹤0.01% 988
2025
Q1
$390K Sell
574
-1
-0.2% -$680 ﹤0.01% 1002
2024
Q4
$362K Sell
575
-23
-4% -$14.5K ﹤0.01% 982
2024
Q3
$463K Buy
598
+3
+0.5% +$2.32K ﹤0.01% 898
2024
Q2
$491K Buy
595
+60
+11% +$49.5K 0.01% 840
2024
Q1
$374K Sell
535
-90
-14% -$62.9K ﹤0.01% 900
2023
Q4
$363K Buy
625
+70
+13% +$40.7K ﹤0.01% 875
2023
Q3
$255K Buy
555
+4
+0.7% +$1.84K ﹤0.01% 922
2023
Q2
$267K Sell
551
-5
-0.9% -$2.43K ﹤0.01% 889
2023
Q1
$222K Sell
556
-142
-20% -$56.7K ﹤0.01% 892
2022
Q4
$263K Buy
+698
New +$263K ﹤0.01% 772