Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
345
+13
+4% +$10.1K 0.06% 170
2025
Q1
$204K Buy
332
+22
+7% +$13.5K 0.06% 180
2024
Q4
$195K Buy
310
+42
+16% +$26.4K 0.05% 202
2024
Q3
$166K Sell
268
-28
-9% -$17.4K 0.05% 227
2024
Q2
$195K Sell
296
-29
-9% -$19.1K 0.06% 210
2024
Q1
$211K Sell
325
-33
-9% -$21.5K 0.08% 226
2023
Q4
$224K Sell
358
-400
-53% -$250K 0.09% 210
2023
Q3
$387K Sell
758
-9
-1% -$4.6K 0.11% 162
2023
Q2
$351K Buy
767
+332
+76% +$152K 0.1% 183
2023
Q1
$194K Buy
435
+19
+5% +$8.47K 0.05% 250
2022
Q4
$162K Buy
+416
New +$162K 0.05% 272