Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
884
+43
+5% +$14.2K 0.07% 135
2025
Q1
$277K Buy
841
+79
+10% +$26K 0.07% 131
2024
Q4
$210K Sell
762
-1
-0.1% -$276 0.06% 153
2024
Q3
$264K Buy
763
+9
+1% +$3.12K 0.08% 135
2024
Q2
$249K Sell
754
-52
-6% -$17.2K 0.08% 134
2024
Q1
$293K Buy
806
+65
+9% +$23.6K 0.1% 118
2023
Q4
$222K Sell
741
-29
-4% -$8.69K 0.09% 129
2023
Q3
$220K Buy
+770
New +$220K 0.1% 125