Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
1,074
+67
+7% +$31.4K 0.01% 266
2025
Q1
$469K Buy
1,007
+91
+10% +$42.4K 0.01% 246
2024
Q4
$383K Buy
916
+40
+5% +$16.7K 0.01% 281
2024
Q3
$418K Sell
876
-3
-0.3% -$1.43K 0.01% 250
2024
Q2
$386K Buy
879
+56
+7% +$24.6K 0.01% 248
2024
Q1
$382K Sell
823
-162
-16% -$75.2K 0.01% 249
2023
Q4
$405K Buy
985
+324
+49% +$133K 0.01% 237
2023
Q3
$246K Buy
661
+9
+1% +$3.35K 0.01% 256
2023
Q2
$248K Sell
652
-18
-3% -$6.86K 0.01% 260
2023
Q1
$238K Buy
670
+13
+2% +$4.62K 0.01% 261
2022
Q4
$214K Buy
+657
New +$214K 0.01% 264