Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
773
+9
+1% +$3.21K 0.1% 88
2025
Q1
$208K Buy
764
+1
+0.1% +$272 0.11% 104
2024
Q4
$253K Buy
763
+11
+1% +$3.65K 0.1% 94
2024
Q3
$249K Sell
752
-3
-0.4% -$994 0.11% 94
2024
Q2
$237K Sell
755
-20
-3% -$6.27K 0.12% 89
2024
Q1
$242K Buy
+775
New +$242K 0.12% 86