Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
1,834
+6
+0.3% +$516 0.02% 209
2025
Q1
$153K Buy
1,828
+6
+0.3% +$501 0.02% 219
2024
Q4
$154K Buy
1,822
+17
+0.9% +$1.43K 0.02% 209
2024
Q3
$169K Sell
1,805
-6
-0.3% -$561 0.02% 170
2024
Q2
$144K Buy
1,811
+6
+0.3% +$476 0.02% 182
2024
Q1
$169K Sell
1,805
-692
-28% -$64.7K 0.02% 172
2023
Q4
$217K Buy
2,497
+8
+0.3% +$694 0.03% 154
2023
Q3
$181K Buy
2,489
+7
+0.3% +$510 0.03% 161
2023
Q2
$214K Buy
+2,482
New +$214K 0.04% 160