Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
355
-8
-2% -$6.3K 0.09% 181
2025
Q1
$223K Buy
363
+9
+3% +$5.53K 0.08% 192
2024
Q4
$223K Buy
354
+2
+0.6% +$1.26K 0.08% 195
2024
Q3
$219K Buy
352
+7
+2% +$4.35K 0.08% 196
2024
Q2
$227K Buy
+345
New +$227K 0.08% 188