Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
437
-1
-0.2% -$896 0.53% 57
2025
Q1
$298K Buy
438
+16
+4% +$10.9K 0.45% 76
2024
Q4
$266K Sell
422
-20
-5% -$12.6K 0.45% 79
2024
Q3
$342K Buy
442
+8
+2% +$6.2K 0.58% 55
2024
Q2
$358K Buy
434
+70
+19% +$57.7K 0.65% 48
2024
Q1
$254K Buy
+364
New +$254K 0.49% 78