Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
665
-12
-2% -$5.63K 0.07% 124
2025
Q1
$315K Sell
677
-25
-4% -$11.6K 0.08% 121
2024
Q4
$294K Sell
702
-1
-0.1% -$419 0.07% 129
2024
Q3
$335K Buy
703
+7
+1% +$3.34K 0.09% 119
2024
Q2
$305K Buy
696
+16
+2% +$7.02K 0.08% 118
2024
Q1
$316K Buy
+680
New +$316K 0.09% 118