Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Buy
30,256
+3,163
+12% +$69.2K ﹤0.01% 1021
2025
Q1
$531K Buy
27,093
+2,419
+10% +$47.4K ﹤0.01% 953
2024
Q4
$387K Sell
24,674
-1,417
-5% -$22.2K ﹤0.01% 933
2024
Q3
$474K Buy
26,091
+8,839
+51% +$161K 0.01% 772
2024
Q2
$296K Buy
17,252
+3,270
+23% +$56K ﹤0.01% 802
2024
Q1
$231K Buy
13,982
+1,420
+11% +$23.4K ﹤0.01% 843
2023
Q4
$189K Buy
12,562
+923
+8% +$13.9K ﹤0.01% 848
2023
Q3
$153K Buy
11,639
+1,626
+16% +$21.4K ﹤0.01% 858
2023
Q2
$135K Buy
+10,013
New +$135K ﹤0.01% 832