Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
561
+7
+1% +$6.27K 0.14% 97
2025
Q1
$377K Buy
554
+18
+3% +$12.2K 0.11% 97
2024
Q4
$338K Buy
536
+8
+2% +$5.04K 0.1% 103
2024
Q3
$409K Buy
528
+39
+8% +$30.2K 0.12% 91
2024
Q2
$403K Hold
489
0.13% 91
2024
Q1
$342K Buy
489
+25
+5% +$17.5K 0.11% 101
2023
Q4
$270K Sell
464
-158
-25% -$91.8K 0.1% 115
2023
Q3
$285K Buy
622
+45
+8% +$20.6K 0.12% 106
2023
Q2
$280K Hold
577
0.12% 105
2023
Q1
$230K Hold
577
0.1% 118
2022
Q4
$218K Buy
+577
New +$218K 0.1% 120