Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
4,825
+329
+7% +$16.9K 0.02% 761
2025
Q1
$240K Buy
4,496
+4,492
+112,300% +$240K 0.02% 710
2024
Q4
$210 Sell
4
-3,677
-100% -$193K 0.02% 737
2024
Q3
$163K Buy
3,681
+6
+0.2% +$266 0.01% 848
2024
Q2
$156K Buy
3,675
+7
+0.2% +$297 0.01% 835
2024
Q1
$152K Buy
3,668
+7
+0.2% +$290 0.01% 833
2023
Q4
$134K Buy
3,661
+6
+0.2% +$220 0.01% 859
2023
Q3
$129K Buy
+3,655
New +$129K 0.01% 839