Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
508
-179
-26% -$83.9K 0.11% 200
2025
Q1
$320K Buy
+687
New +$320K 0.19% 92
2024
Q4
Sell
-507
Closed -$242K 179
2024
Q3
$242K Buy
507
+9
+2% +$4.29K 0.16% 114
2024
Q2
$218K Buy
498
+55
+12% +$24.1K 0.15% 114
2024
Q1
$206K Buy
+443
New +$206K 0.15% 120