Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
737
+23
+3% +$6.42K 0.04% 108
2025
Q1
$222K Buy
+714
New +$222K 0.05% 87
2024
Q4
Sell
-861
Closed -$277K 89
2024
Q3
$277K Sell
861
-142
-14% -$45.8K 0.05% 84
2024
Q2
$313K Sell
1,003
-63
-6% -$19.7K 0.06% 80
2024
Q1
$303K Buy
1,066
+212
+25% +$60.3K 0.06% 81
2023
Q4
$246K Sell
854
-222
-21% -$63.9K 0.05% 91
2023
Q3
$289K Buy
1,076
+8
+0.7% +$2.15K 0.07% 76
2023
Q2
$237K Buy
1,068
+167
+19% +$37.1K 0.06% 104
2023
Q1
$218K Buy
901
+49
+6% +$11.8K 0.05% 104
2022
Q4
$224K Buy
+852
New +$224K 0.06% 93