Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$679K Sell
92
-1
-1% -$7.39K 0.03% 129
2025
Q1
$674K Buy
93
+51
+121% +$369K 0.04% 119
2024
Q4
$344K Buy
42
+9
+27% +$73.6K 0.02% 137
2024
Q3
$324K Sell
33
-1
-3% -$9.81K 0.02% 125
2024
Q2
$258K Hold
34
0.02% 120
2024
Q1
$275K Sell
34
-3
-8% -$24.3K 0.02% 117
2023
Q4
$259K Hold
37
0.02% 114
2023
Q3
$221K Buy
37
+1
+3% +$5.96K 0.02% 118
2023
Q2
$229K Hold
36
0.02% 115
2023
Q1
$201K Buy
+36
New +$201K 0.02% 117