Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
773
-86
-10% -$30.7K 0.22% 130
2025
Q1
$234K Buy
+859
New +$234K 0.19% 155
2024
Q4
Sell
-787
Closed -$260K 151
2024
Q3
$260K Sell
787
-201
-20% -$66.4K 0.26% 112
2024
Q2
$310K Buy
988
+81
+9% +$25.4K 0.32% 94
2024
Q1
$284K Buy
+907
New +$284K 0.3% 95