Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
2,219
-14
-0.6% -$2.04K ﹤0.01% 1475
2025
Q1
$391K Buy
2,233
+565
+34% +$98.9K 0.01% 1316
2024
Q4
$350K Buy
1,668
+11
+0.7% +$2.31K 0.01% 1319
2024
Q3
$476K Buy
1,657
+22
+1% +$6.32K 0.01% 1107
2024
Q2
$513K Buy
1,635
+315
+24% +$98.7K 0.01% 1040
2024
Q1
$443K Buy
+1,320
New +$443K 0.01% 1110