Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
1,909
-147
-7% -$33.3K 0.13% 65
2025
Q1
$341K Buy
2,056
+158
+8% +$26.2K 0.16% 64
2024
Q4
$375K Buy
1,898
+14
+0.7% +$2.77K 0.17% 50
2024
Q3
$327K Hold
1,884
0.17% 52
2024
Q2
$327K Buy
+1,884
New +$327K 0.2% 43