Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
336
-75
-18% -$60.1K 0.02% 130
2025
Q1
$272K Buy
411
+100
+32% +$66.3K 0.02% 124
2024
Q4
$216K Buy
311
+58
+23% +$40.2K 0.02% 137
2024
Q3
$211K Buy
253
+35
+16% +$29.2K 0.01% 142
2024
Q2
$223K Hold
218
0.02% 132
2024
Q1
$212K Buy
+218
New +$212K 0.02% 140