Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
28
-3
-10% -$22.2K 0.05% 311
2025
Q1
$221K Sell
31
-1
-3% -$7.13K 0.05% 280
2024
Q4
$262K Buy
32
+1
+3% +$8.18K 0.06% 242
2024
Q3
$304K Buy
31
+3
+11% +$29.4K 0.08% 211
2024
Q2
$212K Buy
28
+2
+8% +$15.2K 0.06% 275
2024
Q1
$211K Buy
+26
New +$211K 0.06% 283