Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$742K Buy
2,657
+1,422
+115% +$397K 0.04% 171
2025
Q1
$385K Buy
1,235
+267
+28% +$83.2K 0.02% 191
2024
Q4
$252K Buy
968
+11
+1% +$2.87K 0.01% 222
2024
Q3
$308K Hold
957
0.02% 197
2024
Q2
$299K Sell
957
-20
-2% -$6.25K 0.02% 185
2024
Q1
$278K Buy
977
+20
+2% +$5.69K 0.02% 188
2023
Q4
$276K Hold
957
0.02% 175
2023
Q3
$257K Sell
957
-5
-0.5% -$1.34K 0.02% 166
2023
Q2
$214K Sell
962
-116
-11% -$25.8K 0.02% 179
2023
Q1
$261K Buy
1,078
+271
+34% +$65.5K 0.02% 163
2022
Q4
$212K Buy
+807
New +$212K 0.02% 161