Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
996
+39
+4% +$13.9K 0.19% 89
2025
Q1
$335K Sell
957
-128
-12% -$44.9K 0.2% 87
2024
Q4
$343K Buy
1,085
+146
+16% +$46.2K 0.22% 87
2024
Q3
$258K Hold
939
0.17% 100
2024
Q2
$246K Buy
939
+15
+2% +$3.94K 0.18% 95
2024
Q1
$258K Hold
924
0.2% 90
2023
Q4
$241K Buy
+924
New +$241K 0.2% 91