Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Hold
1,837
0.17% 93
2025
Q1
$270K Sell
1,837
-180
-9% -$26.4K 0.17% 95
2024
Q4
$260K Sell
2,017
-149
-7% -$19.2K 0.16% 95
2024
Q3
$292K Buy
2,166
+20
+0.9% +$2.69K 0.17% 91
2024
Q2
$219K Buy
+2,146
New +$219K 0.14% 108