Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
2,334
-3
-0.1% -$316 0.13% 56
2025
Q1
$260K Buy
2,337
+5
+0.2% +$556 0.15% 50
2024
Q4
$241K Buy
2,332
+1
+0% +$103 0.14% 51
2024
Q3
$261K Hold
2,331
0.15% 49
2024
Q2
$208K Buy
+2,331
New +$208K 0.13% 49