Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Buy
1,706
+267
+19% +$69.3K 0.03% 418
2025
Q1
$350K Sell
1,439
-274
-16% -$66.7K 0.03% 383
2024
Q4
$437K Buy
1,713
+306
+22% +$78K 0.04% 322
2024
Q3
$413K Buy
1,407
+46
+3% +$13.5K 0.04% 313
2024
Q2
$330K Buy
1,361
+24
+2% +$5.82K 0.03% 331
2024
Q1
$358K Sell
1,337
-1,291
-49% -$345K 0.03% 325
2023
Q4
$650K Buy
2,628
+1,507
+134% +$373K 0.03% 352
2023
Q3
$205K Buy
+1,121
New +$205K 0.03% 344