Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
1,192
-39
-3% -$9.36K 0.02% 408
2025
Q1
$287K Buy
1,231
+123
+11% +$28.7K 0.02% 354
2024
Q4
$286K Sell
1,108
-35
-3% -$9.03K 0.02% 332
2024
Q3
$279K Buy
1,143
+156
+16% +$38.1K 0.02% 337
2024
Q2
$214K Buy
+987
New +$214K 0.02% 400