Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$773K Buy
3,705
+145
+4% +$30.3K 0.01% 313
2025
Q1
$773K Buy
3,560
+83
+2% +$18K 0.01% 289
2024
Q4
$717K Sell
3,477
-13
-0.4% -$2.68K 0.01% 280
2024
Q3
$614K Buy
3,490
+107
+3% +$18.8K 0.01% 320
2024
Q2
$504K Buy
3,383
+156
+5% +$23.2K 0.01% 414
2024
Q1
$415K Sell
3,227
-49
-1% -$6.3K 0.01% 378
2023
Q4
$421K Buy
3,276
+21
+0.6% +$2.7K 0.01% 383
2023
Q3
$342K Buy
3,255
+1,263
+63% +$133K 0.01% 406
2023
Q2
$208K Buy
+1,992
New +$208K ﹤0.01% 544