Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Sell
586
-3
-0.5% -$2.2K 0.4% 28
2025
Q1
$396K Sell
589
-38
-6% -$25.6K 0.4% 26
2024
Q4
$357K Buy
627
+21
+3% +$12K 0.34% 34
2024
Q3
$296K Buy
606
+12
+2% +$5.86K 0.3% 40
2024
Q2
$347K Sell
594
-40
-6% -$23.4K 0.36% 26
2024
Q1
$340K Buy
634
+56
+10% +$30.1K 0.32% 29
2023
Q4
$268K Buy
+578
New +$268K 0.32% 26