Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Buy
5,373
+34
+0.6% +$3.1K ﹤0.01% 959
2025
Q1
$489K Buy
5,339
+300
+6% +$27.5K ﹤0.01% 937
2024
Q4
$429K Buy
5,039
+675
+15% +$57.5K ﹤0.01% 1001
2024
Q3
$382K Buy
4,364
+29
+0.7% +$2.54K ﹤0.01% 1019
2024
Q2
$342K Buy
4,335
+17
+0.4% +$1.34K ﹤0.01% 1018
2024
Q1
$390K Sell
4,318
-170
-4% -$15.4K ﹤0.01% 1019
2023
Q4
$394K Buy
4,488
+19
+0.4% +$1.67K ﹤0.01% 1001
2023
Q3
$378K Buy
4,469
+348
+8% +$29.4K 0.01% 983
2023
Q2
$407K Hold
4,121
0.01% 968
2023
Q1
$396K Sell
4,121
-31
-0.7% -$2.98K 0.01% 975
2022
Q4
$377K Buy
+4,152
New +$377K 0.01% 983