Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
889
+104
+13% +$30.1K 0.03% 312
2025
Q1
$237K Sell
785
-26
-3% -$7.85K 0.03% 324
2024
Q4
$224K Sell
811
-115
-12% -$31.8K 0.03% 326
2024
Q3
$267K Sell
926
-8
-0.9% -$2.31K 0.04% 313
2024
Q2
$238K Sell
934
-16
-2% -$4.08K 0.04% 347
2024
Q1
$246K Buy
+950
New +$246K 0.04% 361
2023
Q3
Sell
-1,099
Closed -$212K 351
2023
Q2
$212K Sell
1,099
-118
-10% -$22.7K 0.04% 340
2023
Q1
$244K Buy
1,217
+114
+10% +$22.8K 0.05% 286
2022
Q4
$242K Buy
+1,103
New +$242K 0.06% 285