Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
910
+43
+5% +$9.77K 0.01% 281
2025
Q1
$211K Buy
867
+61
+8% +$14.9K 0.02% 263
2024
Q4
$227K Buy
+806
New +$227K 0.02% 267
2024
Q3
Sell
-1,046
Closed -$314K 289
2024
Q2
$314K Sell
1,046
-154
-13% -$46.2K 0.03% 225
2024
Q1
$348K Buy
1,200
+281
+31% +$81.4K 0.03% 216
2023
Q4
$233K Buy
919
+1
+0.1% +$253 0.04% 220
2023
Q3
$243K Sell
918
-5
-0.5% -$1.33K 0.05% 202
2023
Q2
$229K Buy
923
+10
+1% +$2.48K 0.04% 211
2023
Q1
$209K Buy
+913
New +$209K 0.04% 227
2022
Q3
Sell
-1,135
Closed -$257K 224
2022
Q2
$257K Buy
1,135
+153
+16% +$34.7K 0.07% 195
2022
Q1
$227K Buy
+982
New +$227K 0.05% 202