Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Sell
2,466
-243
-9% -$58.3K 0.03% 300
2025
Q1
$633K Buy
2,709
+283
+12% +$66.1K 0.04% 273
2024
Q4
$626K Sell
2,426
-90
-4% -$23.2K 0.04% 262
2024
Q3
$615K Buy
2,516
+416
+20% +$102K 0.04% 257
2024
Q2
$469K Sell
2,100
-130
-6% -$29.1K 0.03% 292
2024
Q1
$608K Buy
2,230
+22
+1% +$6K 0.04% 240
2023
Q4
$610K Buy
2,208
+103
+5% +$28.4K 0.05% 225
2023
Q3
$452K Buy
2,105
+141
+7% +$30.3K 0.04% 252
2023
Q2
$444K Buy
1,964
+971
+98% +$219K 0.04% 241
2023
Q1
$205K Buy
+993
New +$205K 0.02% 344