Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
1,958
+29
+2% +$3.83K 0.06% 190
2025
Q1
$289K Buy
1,929
+382
+25% +$57.3K 0.08% 160
2024
Q4
$235K Sell
1,547
-618
-29% -$94K 0.07% 168
2024
Q3
$368K Buy
2,165
+113
+6% +$19.2K 0.11% 141
2024
Q2
$338K Buy
2,052
+453
+28% +$74.7K 0.11% 134
2024
Q1
$280K Buy
+1,599
New +$280K 0.1% 136
2023
Q2
$262K Sell
1,417
-135
-9% -$25K 0.08% 163
2023
Q1
$283K Buy
+1,552
New +$283K 0.09% 151