Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
1,562
+404
+35% +$91.8K 0.03% 363
2025
Q1
$282K Sell
1,158
-98
-8% -$23.9K 0.03% 324
2024
Q4
$353K Buy
1,256
+61
+5% +$17.2K 0.04% 273
2024
Q3
$327K Buy
1,195
+383
+47% +$105K 0.04% 198
2024
Q2
$242K Buy
+812
New +$242K 0.04% 186
2023
Q3
Sell
-53
Closed -$13.1K 437
2023
Q2
$13.1K Buy
+53
New +$13.1K ﹤0.01% 509
2023
Q1
Sell
-70
Closed -$12.1K 386
2022
Q4
$12.1K Buy
+70
New +$12.1K ﹤0.01% 380