Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.7K Buy
421
+1
+0.2% +$227 0.01% 260
2025
Q1
$102K Buy
420
+1
+0.2% +$244 0.01% 256
2024
Q4
$118K Sell
419
-3
-0.7% -$843 0.01% 237
2024
Q3
$122K Buy
422
+4
+1% +$1.16K 0.02% 196
2024
Q2
$125K Sell
418
-7
-2% -$2.1K 0.02% 198
2024
Q1
$123K Buy
425
+3
+0.7% +$869 0.02% 196
2023
Q4
$107K Buy
422
+2
+0.5% +$506 0.02% 212
2023
Q3
$111K Buy
420
+4
+1% +$1.06K 0.02% 202
2023
Q2
$103K Buy
+416
New +$103K 0.02% 214