Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$780K Buy
871
+141
+19% +$126K 0.01% 265
2025
Q1
$496K Buy
730
+1
+0.1% +$680 0.01% 376
2024
Q4
$459K Sell
729
-1
-0.1% -$630 0.01% 410
2024
Q3
$565K Hold
730
0.01% 295
2024
Q2
$602K Buy
730
+5
+0.7% +$4.12K 0.01% 257
2024
Q1
$506K Hold
725
0.01% 322
2023
Q4
$421K Hold
725
0.01% 345
2023
Q3
$333K Hold
725
0.01% 394
2023
Q2
$352K Buy
725
+6
+0.8% +$2.91K 0.01% 389
2023
Q1
$287K Sell
719
-1
-0.1% -$399 0.01% 415
2022
Q4
$271K Buy
720
+1
+0.1% +$377 0.01% 424
2022
Q3
$218K Hold
719
0.01% 470
2022
Q2
$229K Hold
719
0.01% 457
2022
Q1
$263K Hold
719
0.01% 459
2021
Q4
$309K Buy
+719
New +$309K 0.02% 404