Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
802
+42
+6% +$16.2K 0.05% 168
2025
Q1
$291K Buy
760
+54
+8% +$20.7K 0.06% 157
2024
Q4
$314K Buy
706
+140
+25% +$62.2K 0.06% 153
2024
Q3
$293K Sell
566
-4
-0.7% -$2.07K 0.06% 158
2024
Q2
$317K Buy
570
+47
+9% +$26.1K 0.07% 149
2024
Q1
$264K Buy
523
+30
+6% +$15.1K 0.06% 158
2023
Q4
$294K Sell
493
-75
-13% -$44.8K 0.08% 139
2023
Q3
$290K Buy
568
+3
+0.5% +$1.53K 0.09% 135
2023
Q2
$276K Buy
+565
New +$276K 0.09% 144