Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Sell
116
-7
-6% -$51.7K 0.01% 406
2025
Q1
$891K Buy
123
+3
+3% +$21.7K 0.01% 395
2024
Q4
$981K Hold
120
0.01% 387
2024
Q3
$1.18M Buy
120
+6
+5% +$58.9K 0.02% 359
2024
Q2
$865K Buy
114
+44
+63% +$334K 0.01% 389
2024
Q1
$567K Hold
70
0.01% 467
2023
Q4
$490K Buy
+70
New +$490K 0.01% 478