Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Buy
964
+217
+29% +$125K 0.04% 341
2025
Q1
$422K Buy
747
+54
+8% +$30.5K 0.03% 342
2024
Q4
$416K Sell
693
-47
-6% -$28.2K 0.04% 328
2024
Q3
$431K Sell
740
-6
-0.8% -$3.5K 0.04% 305
2024
Q2
$359K Buy
746
+39
+6% +$18.8K 0.03% 316
2024
Q1
$396K Sell
707
-669
-49% -$375K 0.04% 306
2023
Q4
$778K Buy
1,376
+868
+171% +$491K 0.03% 308
2023
Q3
$261K Buy
+508
New +$261K 0.03% 300