Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
1,077
-41
-4% -$14.6K 0.18% 54
2025
Q1
$446K Buy
1,118
+5
+0.4% +$2K 0.22% 43
2024
Q4
$400K Sell
1,113
-36
-3% -$12.9K 0.19% 47
2024
Q3
$398K Buy
1,149
+36
+3% +$12.5K 0.24% 49
2024
Q2
$327K Buy
+1,113
New +$327K 0.22% 46