Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
686
-100
-13% -$38.7K 0.04% 266
2025
Q1
$301K Buy
786
+27
+4% +$10.4K 0.05% 243
2024
Q4
$338K Buy
759
+95
+14% +$42.2K 0.06% 210
2024
Q3
$344K Buy
664
+26
+4% +$13.5K 0.07% 210
2024
Q2
$354K Sell
638
-4
-0.6% -$2.22K 0.1% 158
2024
Q1
$324K Buy
642
+99
+18% +$50K 0.09% 167
2023
Q4
$324K Buy
543
+9
+2% +$5.37K 0.11% 150
2023
Q3
$272K Buy
534
+31
+6% +$15.8K 0.11% 159
2023
Q2
$246K Buy
+503
New +$246K 0.1% 140