Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
331
-8
-2% -$7.18K 0.09% 121
2025
Q1
$230K Buy
339
+17
+5% +$11.5K 0.09% 129
2024
Q4
$203K Sell
322
-9
-3% -$5.67K 0.08% 139
2024
Q3
$214K Buy
331
+43
+15% +$27.8K 0.08% 138
2024
Q2
$232K Buy
288
+7
+2% +$5.65K 0.1% 107
2024
Q1
$202K Buy
+281
New +$202K 0.09% 117