Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
920
+135
+17% +$75.1K 0.02% 425
2025
Q1
$448K Sell
785
-220
-22% -$126K 0.02% 435
2024
Q4
$700K Buy
1,005
+74
+8% +$51.6K 0.03% 340
2024
Q3
$495K Sell
931
-59
-6% -$31.4K 0.02% 414
2024
Q2
$584K Buy
990
+145
+17% +$85.5K 0.02% 359
2024
Q1
$529K Buy
845
+89
+12% +$55.8K 0.02% 374
2023
Q4
$439K Sell
756
-48
-6% -$27.9K 0.02% 389
2023
Q3
$396K Buy
804
+65
+9% +$32K 0.02% 390
2023
Q2
$393K Buy
739
+54
+8% +$28.7K 0.02% 375
2023
Q1
$294K Buy
+685
New +$294K 0.02% 440