Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
1,289
-50
-4% -$19.8K 0.01% 611
2025
Q1
$498K Buy
1,339
+23
+2% +$8.56K 0.01% 570
2024
Q4
$474K Buy
1,316
+56
+4% +$20.2K 0.01% 538
2024
Q3
$455K Buy
1,260
+103
+9% +$37.2K 0.01% 532
2024
Q2
$394K Sell
1,157
-167
-13% -$56.8K 0.01% 539
2024
Q1
$474K Sell
1,324
-65
-5% -$23.3K 0.02% 515
2023
Q4
$416K Buy
1,389
+429
+45% +$129K 0.02% 477
2023
Q3
$262K Buy
960
+22
+2% +$6.01K 0.01% 542
2023
Q2
$286K Buy
938
+38
+4% +$11.6K 0.01% 538
2023
Q1
$257K Buy
+900
New +$257K 0.01% 551