Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
811
-13
-2% -$4.57K 0.11% 175
2025
Q1
$261K Sell
824
-10
-1% -$3.17K 0.11% 179
2024
Q4
$281K Buy
834
+5
+0.6% +$1.69K 0.12% 169
2024
Q3
$272K Buy
829
+153
+23% +$50.3K 0.12% 177
2024
Q2
$217K Buy
676
+146
+28% +$46.9K 0.11% 193
2024
Q1
$184K Buy
+530
New +$184K 0.09% 212