Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Sell
2,843
-4
-0.1% -$791 0.03% 120
2025
Q1
$585K Sell
2,847
-42
-1% -$8.62K 0.03% 117
2024
Q4
$664K Buy
2,889
+234
+9% +$53.8K 0.03% 123
2024
Q3
$739K Buy
2,655
+760
+40% +$212K 0.04% 121
2024
Q2
$474K Buy
+1,895
New +$474K 0.03% 125