Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Buy
2,196
+1
+0% +$357 0.04% 174
2025
Q1
$876K Sell
2,195
-232
-10% -$92.6K 0.04% 157
2024
Q4
$872K Sell
2,427
-9
-0.4% -$3.23K 0.04% 160
2024
Q3
$843K Buy
2,436
+14
+0.6% +$4.84K 0.04% 161
2024
Q2
$711K Buy
+2,422
New +$711K 0.04% 171