Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
1,239
+76
+7% +$35.5K 0.27% 68
2025
Q1
$524K Sell
1,163
-6
-0.5% -$2.7K 0.26% 68
2024
Q4
$531K Buy
1,169
+20
+2% +$9.08K 0.25% 60
2024
Q3
$547K Buy
1,149
+17
+2% +$8.09K 0.27% 56
2024
Q2
$506K Buy
1,132
+215
+23% +$96.2K 0.25% 61
2024
Q1
$394K Buy
917
+66
+8% +$28.4K 0.21% 67
2023
Q4
$347K Buy
851
+135
+19% +$55.1K 0.21% 69
2023
Q3
$267K Sell
716
-7
-1% -$2.61K 0.18% 75
2023
Q2
$278K Buy
723
+24
+3% +$9.24K 0.18% 77
2023
Q1
$248K Buy
+699
New +$248K 0.18% 74