Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
663
+35
+6% +$13.8K 0.01% 315
2025
Q1
$234K Sell
628
-194
-24% -$72.2K 0.01% 301
2024
Q4
$296K Buy
822
+56
+7% +$20.2K 0.02% 279
2024
Q3
$277K Buy
766
+81
+12% +$29.3K 0.02% 270
2024
Q2
$233K Sell
685
-2
-0.3% -$681 0.01% 278
2024
Q1
$246K Sell
687
-37
-5% -$13.2K 0.02% 258
2023
Q4
$217K Buy
+724
New +$217K 0.02% 257