Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
1,380
+115
+9% +$41K 0.01% 909
2025
Q1
$505K Buy
1,265
+261
+26% +$104K 0.01% 779
2024
Q4
$361K Buy
1,004
+68
+7% +$24.4K 0.01% 727
2024
Q3
$324K Buy
936
+154
+20% +$53.3K 0.01% 795
2024
Q2
$230K Buy
782
+99
+14% +$29.1K 0.01% 786
2024
Q1
$225K Buy
683
+321
+89% +$106K 0.01% 649
2023
Q4
$105K Buy
362
+179
+98% +$52.1K 0.01% 784
2023
Q3
$59.3K Sell
183
-19
-9% -$6.16K 0.01% 720
2023
Q2
$69.7K Buy
202
+1
+0.5% +$345 0.02% 566
2023
Q1
$63.4K Buy
201
+42
+26% +$13.2K 0.02% 538
2022
Q4
$47.7K Buy
+159
New +$47.7K 0.02% 497