Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Buy
429
+46
+12% +$45.6K 0.28% 27
2025
Q1
$362K Buy
+383
New +$362K 0.27% 29
2024
Q3
$350K Buy
395
+1
+0.3% +$886 0.31% 27
2024
Q2
$335K Buy
394
+37
+10% +$31.4K 0.27% 29
2024
Q1
$262K Sell
357
-506
-59% -$371K 0.22% 31
2023
Q4
$570K Sell
863
-20
-2% -$13.2K 0.3% 39
2023
Q3
$499K Buy
+883
New +$499K 0.28% 45