Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
348
-40
-10% -$39.6K 0.14% 137
2025
Q1
$367K Buy
388
+1
+0.3% +$945 0.16% 131
2024
Q4
$355K Buy
387
+16
+4% +$14.7K 0.16% 129
2024
Q3
$329K Buy
371
+1
+0.3% +$886 0.15% 134
2024
Q2
$315K Buy
370
+8
+2% +$6.81K 0.16% 135
2024
Q1
$265K Buy
+362
New +$265K 0.15% 142