Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Sell
459
-9
-2% -$1.24K 0.01% 291
2025
Q1
$74K Buy
468
+113
+32% +$17.9K 0.01% 254
2024
Q4
$47K Buy
355
+50
+16% +$6.62K 0.01% 319
2024
Q3
$41K Buy
+305
New +$41K 0.01% 336