Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
669
+42
+7% +$20.6K 0.02% 332
2025
Q1
$268K Buy
627
+38
+6% +$16.3K 0.02% 352
2024
Q4
$250K Buy
589
+27
+5% +$11.5K 0.02% 345
2024
Q3
$264K Sell
562
-189
-25% -$88.9K 0.02% 336
2024
Q2
$307K Buy
751
+9
+1% +$3.68K 0.03% 255
2024
Q1
$323K Buy
742
+100
+16% +$43.6K 0.03% 238
2023
Q4
$217K Buy
+642
New +$217K 0.02% 316