Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
881
+23
+3% +$12.7K 0.03% 387
2025
Q1
$508K Sell
858
-39
-4% -$23.1K 0.04% 309
2024
Q4
$552K Buy
897
+37
+4% +$22.8K 0.05% 264
2024
Q3
$466K Buy
860
+25
+3% +$13.6K 0.04% 290
2024
Q2
$359K Sell
835
-5
-0.6% -$2.15K 0.03% 317
2024
Q1
$331K Sell
840
-1,168
-58% -$460K 0.03% 342
2023
Q4
$764K Buy
2,008
+1,007
+101% +$383K 0.03% 313
2023
Q3
$492K Buy
+1,001
New +$492K 0.06% 191