Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
5,447
+547
+11% +$53.5K ﹤0.01% 2281
2025
Q1
$373K Buy
4,900
+390
+9% +$29.7K ﹤0.01% 2436
2024
Q4
$341K Buy
4,510
+152
+3% +$11.5K ﹤0.01% 2514
2024
Q3
$298K Buy
4,358
+6
+0.1% +$411 ﹤0.01% 2573
2024
Q2
$288K Buy
4,352
+18
+0.4% +$1.19K ﹤0.01% 2482
2024
Q1
$269K Buy
4,334
+143
+3% +$8.89K ﹤0.01% 2529
2023
Q4
$215K Sell
4,191
-455
-10% -$23.4K ﹤0.01% 2635
2023
Q3
$252K Buy
4,646
+348
+8% +$18.9K ﹤0.01% 2307
2023
Q2
$259K Sell
4,298
-465
-10% -$28K ﹤0.01% 2238
2023
Q1
$290K Buy
4,763
+668
+16% +$40.7K ﹤0.01% 2095
2022
Q4
$235K Buy
+4,095
New +$235K ﹤0.01% 2228