Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Sell
828
-1
-0.1% -$787 0.31% 51
2025
Q1
$509K Buy
829
+1
+0.1% +$614 0.27% 59
2024
Q4
$521K Buy
828
+243
+42% +$153K 0.27% 56
2024
Q3
$363K Sell
585
-27
-4% -$16.8K 0.3% 54
2024
Q2
$402K Hold
612
0.36% 47
2024
Q1
$398K Sell
612
-12
-2% -$7.8K 0.37% 47
2023
Q4
$390K Buy
+624
New +$390K 0.38% 45