Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
1,356
+95
+8% +$33.9K 0.01% 327
2025
Q1
$503K Buy
1,261
+53
+4% +$21.2K 0.01% 323
2024
Q4
$434K Sell
1,208
-104
-8% -$37.4K 0.01% 340
2024
Q3
$454K Buy
1,312
+27
+2% +$9.34K ﹤0.01% 334
2024
Q2
$377K Sell
1,285
-28
-2% -$8.22K ﹤0.01% 357
2024
Q1
$438K Sell
1,313
-20
-2% -$6.67K ﹤0.01% 359
2023
Q4
$388K Sell
1,333
-1,182
-47% -$344K ﹤0.01% 361
2023
Q3
$815K Sell
2,515
-2,037
-45% -$660K 0.01% 304
2023
Q2
$1.57M Sell
4,552
-248
-5% -$85.6K 0.01% 263
2023
Q1
$1.51M Buy
+4,800
New +$1.51M 0.01% 275