Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
764
+2
+0.3% +$714 0.13% 68
2025
Q1
$207K Buy
762
+1
+0.1% +$272 0.11% 84
2024
Q4
$253K Buy
761
+1
+0.1% +$332 0.13% 71
2024
Q3
$252K Sell
760
-67
-8% -$22.2K 0.13% 73
2024
Q2
$259K Sell
827
-14
-2% -$4.39K 0.15% 70
2024
Q1
$263K Sell
841
-47
-5% -$14.7K 0.16% 65
2023
Q4
$214K Buy
+888
New +$214K 0.14% 70