Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Buy
629
+17
+3% +$15.2K 0.06% 145
2025
Q1
$416K Buy
612
+2
+0.3% +$1.36K 0.05% 151
2024
Q4
$384K Buy
610
+57
+10% +$35.9K 0.04% 158
2024
Q3
$428K Buy
553
+3
+0.5% +$2.32K 0.04% 153
2024
Q2
$453K Hold
550
0.05% 144
2024
Q1
$384K Sell
550
-1
-0.2% -$699 0.04% 154
2023
Q4
$320K Sell
551
-1
-0.2% -$581 0.04% 169
2023
Q3
$253K Buy
552
+4
+0.7% +$1.84K 0.04% 171
2023
Q2
$266K Buy
548
+16
+3% +$7.76K 0.04% 175
2023
Q1
$212K Buy
+532
New +$212K 0.03% 187