Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
500
-11
-2% -$5.16K 0.1% 63
2025
Q1
$238K Buy
511
+20
+4% +$9.32K 0.12% 61
2024
Q4
$206K Sell
491
-4
-0.8% -$1.68K 0.11% 74
2024
Q3
$236K Buy
495
+12
+2% +$5.73K 0.13% 64
2024
Q2
$212K Sell
483
-5
-1% -$2.2K 0.13% 60
2024
Q1
$227K Sell
488
-2
-0.4% -$929 0.14% 59
2023
Q4
$201K Buy
+490
New +$201K 0.09% 78