Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
794
+11
+1% +$3.86K 0.04% 194
2025
Q1
$248K Sell
783
-2
-0.3% -$633 0.04% 198
2024
Q4
$265K Buy
785
+2
+0.3% +$675 0.05% 189
2024
Q3
$249K Buy
783
+2
+0.3% +$637 0.05% 207
2024
Q2
$251K Sell
781
-3
-0.4% -$965 0.06% 193
2024
Q1
$272K Hold
784
0.07% 186
2023
Q4
$284K Buy
784
+92
+13% +$33.4K 0.08% 179
2023
Q3
$206K Buy
+692
New +$206K 0.09% 169