Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
464
-214
-32% -$114K 0.1% 191
2025
Q1
$251K Sell
678
-26
-4% -$9.61K 0.1% 188
2024
Q4
$320K Hold
704
0.14% 158
2024
Q3
$304K Buy
704
+1
+0.1% +$432 0.13% 164
2024
Q2
$257K Buy
703
+214
+44% +$78.1K 0.12% 173
2024
Q1
$171K Buy
+489
New +$171K 0.08% 233