Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
774
-42
-5% -$19.7K 0.22% 96
2025
Q1
$380K Buy
816
+59
+8% +$27.5K 0.25% 86
2024
Q4
$317K Sell
757
-72
-9% -$30.1K 0.2% 100
2024
Q3
$395K Buy
829
+126
+18% +$60.1K 0.26% 76
2024
Q2
$308K Buy
703
+13
+2% +$5.71K 0.23% 88
2024
Q1
$320K Buy
690
+9
+1% +$4.18K 0.24% 93
2023
Q4
$280K Buy
681
+41
+6% +$16.8K 0.24% 94
2023
Q3
$238K Buy
640
+26
+4% +$9.68K 0.25% 93
2023
Q2
$234K Buy
+614
New +$234K 0.27% 90