Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
1,107
+13
+1% +$6.52K 0.01% 375
2025
Q1
$510K Sell
1,094
-269
-20% -$125K 0.01% 373
2024
Q4
$645K Sell
1,363
-267
-16% -$126K 0.01% 302
2024
Q3
$774K Sell
1,630
-177
-10% -$84K 0.01% 276
2024
Q2
$710K Buy
1,807
+67
+4% +$26.3K 0.01% 336
2024
Q1
$680K Buy
1,740
+3
+0.2% +$1.17K 0.01% 277
2023
Q4
$678K Buy
1,737
+330
+23% +$129K 0.01% 286
2023
Q3
$445K Buy
1,407
+170
+14% +$53.7K 0.01% 348
2023
Q2
$430K Buy
+1,237
New +$430K 0.01% 375