Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
407
+8
+2% +$7.17K 0.1% 134
2025
Q1
$271K Buy
399
+11
+3% +$7.48K 0.08% 165
2024
Q4
$245K Sell
388
-4
-1% -$2.52K 0.08% 174
2024
Q3
$304K Sell
392
-1
-0.3% -$775 0.1% 132
2024
Q2
$324K Buy
393
+4
+1% +$3.3K 0.12% 111
2024
Q1
$272K Buy
389
+6
+2% +$4.2K 0.12% 120
2023
Q4
$223K Buy
+383
New +$223K 0.13% 124