Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
592
-50
-8% -$40.1K 0.01% 411
2025
Q1
$426K Buy
642
+4
+0.6% +$2.65K 0.01% 385
2024
Q4
$442K Sell
638
-24
-4% -$16.6K 0.01% 382
2024
Q3
$552K Buy
662
+18
+3% +$15K 0.02% 344
2024
Q2
$659K Buy
644
+32
+5% +$32.8K 0.02% 272
2024
Q1
$594K Buy
612
+206
+51% +$200K 0.02% 309
2023
Q4
$308K Buy
+406
New +$308K 0.01% 452