Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
6,267
+189
+3% +$11.5K ﹤0.01% 1097
2025
Q1
$359K Sell
6,078
-1,453
-19% -$85.9K ﹤0.01% 1058
2024
Q4
$372K Buy
7,531
+249
+3% +$12.3K ﹤0.01% 1018
2024
Q3
$329K Buy
7,282
+138
+2% +$6.24K ﹤0.01% 1001
2024
Q2
$311K Buy
+7,144
New +$311K ﹤0.01% 990