Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
708
+26
+4% +$20.5K 0.18% 67
2025
Q1
$419K Buy
682
+24
+4% +$14.7K 0.16% 68
2024
Q4
$414K Sell
658
-6
-0.9% -$3.77K 0.16% 68
2024
Q3
$465K Buy
664
+7
+1% +$4.91K 0.17% 64
2024
Q2
$419K Sell
657
-1
-0.2% -$637 0.17% 56
2024
Q1
$416K Buy
658
+14
+2% +$8.86K 0.19% 56
2023
Q4
$412K Buy
644
+24
+4% +$15.3K 0.2% 47
2023
Q3
$330K Buy
620
+167
+37% +$88.8K 0.21% 51
2023
Q2
$208K Sell
453
-24
-5% -$11K 0.14% 70
2023
Q1
$204K Buy
+477
New +$204K 0.15% 63