Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
1,578
-75
-5% -$13.9K 0.03% 382
2025
Q1
$346K Buy
1,653
+41
+3% +$8.59K 0.04% 323
2024
Q4
$286K Sell
1,612
-12
-0.7% -$2.13K 0.04% 304
2024
Q3
$321K Buy
1,624
+87
+6% +$17.2K 0.04% 294
2024
Q2
$264K Buy
1,537
+61
+4% +$10.5K 0.04% 287
2024
Q1
$269K Sell
1,476
-97
-6% -$17.7K 0.04% 260
2023
Q4
$244K Buy
+1,573
New +$244K 0.04% 262
2021
Q1
Sell
-66
Closed -$7K 84
2020
Q4
$7K Buy
+66
New +$7K ﹤0.01% 554