Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
2,419
-12
-0.5% -$1.91K 0.02% 139
2025
Q1
$373K Sell
2,431
-9
-0.4% -$1.38K 0.02% 142
2024
Q4
$375K Buy
2,440
+44
+2% +$6.76K 0.02% 147
2024
Q3
$407K Buy
2,396
+1,346
+128% +$229K 0.02% 141
2024
Q2
$209K Buy
+1,050
New +$209K 0.01% 169