Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
711
+42
+6% +$14.9K 0.17% 39
2025
Q1
$234K Sell
669
-6
-0.9% -$2.1K 0.18% 34
2024
Q4
$213K Buy
+675
New +$213K 0.16% 35
2024
Q2
Sell
-723
Closed -$202K 39
2024
Q1
$202K Buy
+723
New +$202K 0.17% 37