Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Sell
9,919
-61
-0.6% -$2.99K 0.01% 396
2025
Q1
$565K Sell
9,980
-344
-3% -$19.5K 0.01% 351
2024
Q4
$592K Buy
10,324
+124
+1% +$7.12K 0.01% 320
2024
Q3
$535K Buy
10,200
+59
+0.6% +$3.09K 0.01% 352
2024
Q2
$587K Buy
10,141
+560
+6% +$32.4K 0.01% 381
2024
Q1
$469K Buy
9,581
+44
+0.5% +$2.16K 0.01% 352
2023
Q4
$467K Buy
9,537
+1,060
+13% +$51.9K 0.01% 363
2023
Q3
$365K Sell
8,477
-77
-0.9% -$3.32K 0.01% 395
2023
Q2
$390K Buy
8,554
+2,816
+49% +$128K 0.01% 399
2023
Q1
$216K Buy
+5,738
New +$216K ﹤0.01% 475