Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
2,728
+112
+4% +$20K ﹤0.01% 1099
2025
Q1
$419K Buy
2,616
+171
+7% +$27.4K ﹤0.01% 1049
2024
Q4
$426K Buy
2,445
+8
+0.3% +$1.39K ﹤0.01% 946
2024
Q3
$551K Buy
2,437
+146
+6% +$33K ﹤0.01% 828
2024
Q2
$513K Sell
2,291
-37
-2% -$8.28K 0.01% 786
2024
Q1
$595K Buy
2,328
+2
+0.1% +$512 0.01% 680
2023
Q4
$529K Buy
2,326
+93
+4% +$21.1K 0.01% 552
2023
Q3
$451K Sell
2,233
-16
-0.7% -$3.23K 0.01% 544
2023
Q2
$413K Sell
2,249
-46
-2% -$8.44K 0.01% 555
2023
Q1
$447K Sell
2,295
-19
-0.8% -$3.7K 0.01% 483
2022
Q4
$413K Buy
2,314
+15
+0.7% +$2.68K 0.01% 393
2022
Q3
$359K Sell
2,299
-441
-16% -$68.9K 0.01% 395
2022
Q2
$432K Buy
+2,740
New +$432K 0.01% 368