Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Buy
1,137
+10
+0.9% +$4.73K 0.01% 750
2025
Q1
$505K Sell
1,127
-31
-3% -$13.9K 0.01% 705
2024
Q4
$501K Buy
1,158
+167
+17% +$72.2K 0.01% 698
2024
Q3
$470K Sell
991
-103
-9% -$48.9K 0.01% 730
2024
Q2
$492K Buy
1,094
+157
+17% +$70.6K 0.01% 703
2024
Q1
$435K Sell
937
-80
-8% -$37.1K 0.01% 740
2023
Q4
$418K Buy
1,017
+246
+32% +$101K 0.01% 706
2023
Q3
$287K Buy
771
+10
+1% +$3.72K 0.01% 791
2023
Q2
$290K Buy
761
+154
+25% +$58.7K 0.01% 815
2023
Q1
$216K Buy
+607
New +$216K 0.01% 899