Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
840
+57
+7% +$26.7K 0.14% 104
2025
Q1
$365K Sell
783
-43
-5% -$20K 0.16% 104
2024
Q4
$346K Sell
826
-12
-1% -$5.03K 0.23% 105
2024
Q3
$400K Buy
838
+19
+2% +$9.06K 0.23% 99
2024
Q2
$359K Buy
819
+23
+3% +$10.1K 0.18% 106
2024
Q1
$370K Sell
796
-48
-6% -$22.3K 0.23% 91
2023
Q4
$347K Sell
844
-13
-2% -$5.34K 0.25% 97
2023
Q3
$319K Buy
857
+50
+6% +$18.6K 0.26% 86
2023
Q2
$308K Buy
807
+138
+21% +$52.6K 0.21% 95
2023
Q1
$238K Buy
+669
New +$238K 0.18% 112