Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
384
+1
+0.3% +$630 0.02% 544
2025
Q1
$260K Sell
383
-1
-0.3% -$680 0.02% 491
2024
Q4
$243K Sell
384
-3
-0.8% -$1.9K 0.02% 540
2024
Q3
$300K Sell
387
-32
-8% -$24.8K 0.03% 483
2024
Q2
$346K Sell
419
-3
-0.7% -$2.47K 0.04% 418
2024
Q1
$295K Buy
422
+82
+24% +$57.3K 0.03% 443
2023
Q4
$198K Buy
340
+2
+0.6% +$1.16K 0.02% 494
2023
Q3
$155K Sell
338
-32
-9% -$14.7K 0.02% 547
2023
Q2
$180K Buy
370
+42
+13% +$20.4K 0.03% 489
2023
Q1
$130K Buy
+328
New +$130K 0.02% 522