Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Sell
9,340
-207
-2% -$10.2K ﹤0.01% 1140
2025
Q1
$540K Buy
9,547
+822
+9% +$46.5K ﹤0.01% 957
2024
Q4
$501K Buy
8,725
+1,035
+13% +$59.4K ﹤0.01% 892
2024
Q3
$403K Sell
7,690
-42
-0.5% -$2.2K ﹤0.01% 970
2024
Q2
$419K Buy
7,732
+265
+4% +$14.4K ﹤0.01% 856
2024
Q1
$432K Buy
7,467
+534
+8% +$30.9K 0.01% 778
2023
Q4
$340K Buy
6,933
+251
+4% +$12.3K ﹤0.01% 667
2023
Q3
$288K Buy
6,682
+150
+2% +$6.46K ﹤0.01% 659
2023
Q2
$298K Sell
6,532
-26
-0.4% -$1.19K ﹤0.01% 646
2023
Q1
$247K Buy
+6,558
New +$247K ﹤0.01% 639