Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
418
-60
-13% -$23.3K 0.08% 86
2025
Q1
$183K Buy
478
+36
+8% +$13.8K 0.1% 61
2024
Q4
$197K Sell
442
-40
-8% -$17.8K 0.09% 61
2024
Q3
$250K Buy
482
+18
+4% +$9.34K 0.12% 52
2024
Q2
$258K Buy
464
+86
+23% +$47.8K 0.12% 43
2024
Q1
$191K Buy
378
+98
+35% +$49.5K 0.09% 63
2023
Q4
$167K Buy
280
+14
+5% +$8.35K 0.08% 66
2023
Q3
$136K Buy
266
+100
+60% +$51.1K 0.09% 62
2023
Q2
$81K Buy
+166
New +$81K 0.05% 79