Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Hold
1,380
0.01% 810
2025
Q1
$242K Sell
1,380
-74
-5% -$13K 0.02% 795
2024
Q4
$273K Buy
1,454
+25
+2% +$4.69K 0.02% 755
2024
Q3
$274K Sell
1,429
-522
-27% -$100K 0.02% 753
2024
Q2
$352K Buy
1,951
+74
+4% +$13.4K 0.03% 582
2024
Q1
$333K Buy
1,877
+106
+6% +$18.8K 0.02% 701
2023
Q4
$272K Buy
1,771
+1
+0.1% +$154 0.05% 375
2023
Q3
$247K Hold
1,770
0.05% 406
2023
Q2
$261K Buy
1,770
+1
+0.1% +$148 0.05% 403
2023
Q1
$269K Buy
+1,769
New +$269K 0.05% 371