Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
7,261
+62
+0.9% +$5.47K ﹤0.01% 357
2025
Q1
$676K Sell
7,199
-475
-6% -$44.6K ﹤0.01% 367
2024
Q4
$649K Sell
7,674
-6,869
-47% -$581K ﹤0.01% 376
2024
Q3
$1.44M Sell
14,543
-872
-6% -$86.6K 0.01% 330
2024
Q2
$1.37M Buy
15,415
+715
+5% +$63.7K 0.01% 329
2024
Q1
$1.22M Buy
+14,700
New +$1.22M ﹤0.01% 341