Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
9,415
+21
+0.2% +$884 ﹤0.01% 1034
2025
Q1
$369K Buy
9,394
+121
+1% +$4.75K ﹤0.01% 1026
2024
Q4
$410K Buy
9,273
+487
+6% +$21.5K ﹤0.01% 1013
2024
Q3
$490K Buy
8,786
+346
+4% +$19.3K ﹤0.01% 943
2024
Q2
$629K Sell
8,440
-399
-5% -$29.7K 0.01% 840
2024
Q1
$665K Sell
8,839
-130
-1% -$9.78K 0.01% 858
2023
Q4
$615K Sell
8,969
-54
-0.6% -$3.7K 0.01% 855
2023
Q3
$677K Buy
9,023
+172
+2% +$12.9K 0.01% 780
2023
Q2
$557K Sell
8,851
-904
-9% -$56.9K 0.01% 865
2023
Q1
$635K Buy
9,755
+5,862
+151% +$381K 0.01% 832
2022
Q4
$263K Buy
+3,893
New +$263K ﹤0.01% 1062