Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$668K Buy
7,272
+861
+13% +$79K 0.04% 426
2025
Q1
$564K Buy
6,411
+534
+9% +$47K 0.04% 475
2024
Q4
$544K Buy
5,877
+534
+10% +$49.4K 0.03% 472
2024
Q3
$496K Buy
5,343
+1,545
+41% +$143K 0.03% 497
2024
Q2
$285K Sell
3,798
-256
-6% -$19.2K 0.03% 492
2024
Q1
$350K Buy
4,054
+262
+7% +$22.6K 0.04% 460
2023
Q4
$262K Hold
3,792
0.03% 502
2023
Q3
$208K Sell
3,792
-217
-5% -$11.9K 0.02% 529
2023
Q2
$223K Sell
4,009
-29
-0.7% -$1.62K 0.03% 503
2023
Q1
$205K Buy
+4,038
New +$205K 0.03% 494