Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
1,201
+22
+2% +$5K 0.02% 197
2025
Q1
$287K Sell
1,179
-8
-0.7% -$1.95K 0.03% 187
2024
Q4
$334K Sell
1,187
-2
-0.2% -$563 0.03% 174
2024
Q3
$325K Sell
1,189
-331
-22% -$90.6K 0.03% 177
2024
Q2
$456K Buy
+1,520
New +$456K 0.05% 135