Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
680
-72
-10% -$57.7K 0.29% 59
2025
Q1
$498K Sell
752
-139
-16% -$92.1K 0.28% 66
2024
Q4
$618K Buy
891
+151
+20% +$105K 0.34% 59
2024
Q3
$617K Sell
740
-3
-0.4% -$2.5K 0.31% 51
2024
Q2
$760K Buy
743
+45
+6% +$46K 0.37% 44
2024
Q1
$677K Buy
698
+56
+9% +$54.3K 0.31% 45
2023
Q4
$486K Buy
+642
New +$486K 0.24% 61