Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Sell
1,196
-19
-2% -$4.24K 0.01% 303
2025
Q1
$250K Buy
1,215
+23
+2% +$4.73K 0.01% 310
2024
Q4
$218K Sell
1,192
-40
-3% -$7.31K 0.01% 324
2024
Q3
$254K Buy
1,232
+28
+2% +$5.77K 0.01% 313
2024
Q2
$211K Sell
1,204
-8
-0.7% -$1.4K 0.01% 326
2024
Q1
$208K Buy
+1,212
New +$208K 0.01% 341