Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
1,453
+18
+1% +$1.27K 0.01% 320
2025
Q1
$105K Sell
1,435
-60
-4% -$4.4K 0.01% 306
2024
Q4
$93.7K Buy
1,495
+34
+2% +$2.13K 0.01% 320
2024
Q3
$96.4K Buy
1,461
+22
+2% +$1.45K 0.01% 331
2024
Q2
$104K Sell
1,439
-50
-3% -$3.61K 0.01% 299
2024
Q1
$99.8K Buy
1,489
+39
+3% +$2.62K 0.01% 308
2023
Q4
$95.4K Buy
+1,450
New +$95.4K 0.01% 301