Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
8,909
-1,589
-15% -$57.3K ﹤0.01% 2674
2025
Q1
$386K Buy
10,498
+2,251
+27% +$82.8K ﹤0.01% 2408
2024
Q4
$285K Sell
8,247
-1,354
-14% -$46.8K ﹤0.01% 2675
2024
Q3
$325K Buy
9,601
+944
+11% +$32K ﹤0.01% 2504
2024
Q2
$288K Buy
8,657
+656
+8% +$21.8K ﹤0.01% 2481
2024
Q1
$319K Buy
8,001
+353
+5% +$14.1K ﹤0.01% 2386
2023
Q4
$313K Buy
7,648
+188
+3% +$7.7K ﹤0.01% 2300
2023
Q3
$277K Buy
+7,460
New +$277K ﹤0.01% 2224