Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Buy
1,854
+102
+6% +$47.3K 0.02% 663
2025
Q1
$648K Buy
1,752
+7
+0.4% +$2.59K 0.01% 704
2024
Q4
$705K Buy
1,745
+916
+110% +$370K 0.01% 696
2024
Q3
$314K Sell
829
-30
-3% -$11.4K 0.01% 871
2024
Q2
$369K Buy
859
+30
+4% +$12.9K 0.01% 849
2024
Q1
$314K Sell
829
-82
-9% -$31.1K 0.01% 869
2023
Q4
$295K Buy
911
+94
+12% +$30.4K 0.01% 876
2023
Q3
$256K Sell
817
-16
-2% -$5.02K 0.01% 856
2023
Q2
$284K Buy
833
+86
+12% +$29.3K 0.01% 806
2023
Q1
$221K Buy
+747
New +$221K 0.01% 874