Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
964
+38
+4% +$8.64K 0.13% 58
2025
Q1
$226K Buy
926
+35
+4% +$8.54K 0.16% 54
2024
Q4
$251K Buy
891
+4
+0.5% +$1.13K 0.2% 45
2024
Q3
$243K Sell
887
-52
-6% -$14.2K 0.2% 45
2024
Q2
$282K Buy
939
+3
+0.3% +$899 0.24% 41
2024
Q1
$271K Buy
936
+4
+0.4% +$1.16K 0.24% 40
2023
Q4
$236K Buy
+932
New +$236K 0.22% 42