Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
66
+5
+8% +$36.9K 0.03% 315
2025
Q1
$442K Buy
61
+3
+5% +$21.7K 0.03% 298
2024
Q4
$474K Buy
58
+9
+18% +$73.6K 0.03% 295
2024
Q3
$481K Sell
49
-7
-13% -$68.7K 0.04% 278
2024
Q2
$425K Hold
56
0.03% 304
2024
Q1
$454K Sell
56
-1
-2% -$8.1K 0.04% 298
2023
Q4
$399K Buy
+57
New +$399K 0.03% 308
2022
Q1
Sell
-35
Closed -$207K 428
2021
Q4
$207K Buy
+35
New +$207K 0.01% 422