Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Sell
26,172
-197
-0.7% -$5.13K ﹤0.01% 896
2025
Q1
$670K Buy
26,369
+941
+4% +$23.9K ﹤0.01% 859
2024
Q4
$538K Buy
25,428
+38
+0.1% +$804 ﹤0.01% 907
2024
Q3
$490K Sell
25,390
-1,580
-6% -$30.5K ﹤0.01% 873
2024
Q2
$458K Buy
26,970
+1,325
+5% +$22.5K ﹤0.01% 861
2024
Q1
$440K Buy
25,645
+3,140
+14% +$53.8K ﹤0.01% 856
2023
Q4
$426K Sell
22,505
-425
-2% -$8.05K ﹤0.01% 826
2023
Q3
$378K Buy
22,930
+745
+3% +$12.3K ﹤0.01% 751
2023
Q2
$400K Buy
22,185
+2,835
+15% +$51.1K ﹤0.01% 722
2023
Q1
$351K Buy
+19,350
New +$351K ﹤0.01% 751