Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
548
+10
+2% +$8.01K 0.06% 176
2025
Q1
$357K Buy
538
+105
+24% +$69.6K 0.06% 181
2024
Q4
$300K Buy
433
+181
+72% +$125K 0.05% 198
2024
Q3
$210K Sell
252
-453
-64% -$377K 0.03% 247
2024
Q2
$721K Sell
705
-9
-1% -$9.21K 0.09% 179
2024
Q1
$693K Buy
714
+23
+3% +$22.3K 0.1% 187
2023
Q4
$523K Buy
691
+10
+1% +$7.57K 0.08% 208
2023
Q3
$395K Buy
681
+12
+2% +$6.97K 0.07% 205
2023
Q2
$485K Buy
669
+69
+12% +$50K 0.09% 187
2023
Q1
$408K Sell
600
-26
-4% -$17.7K 0.08% 198
2022
Q4
$342K Sell
626
-29
-4% -$15.9K 0.07% 212
2022
Q3
$272K Sell
655
-129
-16% -$53.6K 0.06% 227
2022
Q2
$373K Buy
784
+43
+6% +$20.5K 0.08% 198
2022
Q1
$495K Sell
741
-129
-15% -$86.2K 0.09% 184
2021
Q4
$693K Buy
+870
New +$693K 0.12% 165