Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2,502
-11
-0.4% -$1.56K ﹤0.01% 2591
2025
Q1
$266K Buy
2,513
+557
+28% +$59K ﹤0.01% 2739
2024
Q4
$240K Buy
1,956
+135
+7% +$16.6K ﹤0.01% 2840
2024
Q3
$232K Buy
+1,821
New +$232K ﹤0.01% 2803