Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
2,170
-27
-1% -$4.26K 0.02% 619
2025
Q1
$387K Buy
2,197
+791
+56% +$139K 0.03% 507
2024
Q4
$276K Buy
1,406
+305
+28% +$59.9K 0.02% 564
2024
Q3
$261K Buy
1,101
+292
+36% +$69.2K 0.03% 516
2024
Q2
$171K Buy
809
+515
+175% +$109K 0.02% 556
2024
Q1
$74.4K Buy
294
+33
+13% +$8.35K 0.02% 784
2023
Q4
$54.3K Buy
+261
New +$54.3K 0.01% 847