Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
766
-174
-19% -$76.8K 0.02% 624
2025
Q1
$478K Buy
940
+406
+76% +$206K 0.04% 437
2024
Q4
$253K Buy
534
+43
+9% +$20.4K 0.02% 602
2024
Q3
$242K Buy
491
+133
+37% +$65.4K 0.02% 542
2024
Q2
$166K Buy
358
+100
+39% +$46.3K 0.02% 567
2024
Q1
$111K Buy
258
+12
+5% +$5.18K 0.02% 610
2023
Q4
$96.2K Buy
+246
New +$96.2K 0.03% 562