Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
604
-4
-0.7% -$3.15K 0.03% 243
2025
Q1
$373K Sell
608
-242
-28% -$149K 0.03% 263
2024
Q4
$534K Buy
850
+8
+1% +$5.03K 0.04% 226
2024
Q3
$523K Buy
842
+19
+2% +$11.8K 0.04% 232
2024
Q2
$541K Buy
823
+2
+0.2% +$1.31K 0.04% 227
2024
Q1
$534K Sell
821
-23
-3% -$15K 0.04% 235
2023
Q4
$528K Buy
844
+83
+11% +$51.9K 0.04% 237
2023
Q3
$389K Buy
761
+205
+37% +$105K 0.03% 253
2023
Q2
$255K Buy
+556
New +$255K 0.02% 302