Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
791
+40
+5% +$11.6K 0.06% 171
2025
Q1
$227K Sell
751
-3
-0.4% -$906 0.08% 162
2024
Q4
$208K Sell
754
-10
-1% -$2.76K 0.07% 165
2024
Q3
$220K Buy
+764
New +$220K 0.08% 163