Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
551
-3
-0.5% -$1.61K 0.01% 461
2025
Q1
$205K Sell
554
-14
-2% -$5.18K 0.01% 537
2024
Q4
$258K Sell
568
-6
-1% -$2.72K 0.01% 486
2024
Q3
$247K Sell
574
-19
-3% -$8.18K 0.01% 493
2024
Q2
$216K Sell
593
-5
-0.8% -$1.83K 0.01% 506
2024
Q1
$209K Buy
+598
New +$209K 0.01% 547