Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
987
-10
-1% -$2.9K 0.21% 95
2025
Q1
$301K Buy
997
+1
+0.1% +$302 0.31% 86
2024
Q4
$275K Buy
996
+8
+0.8% +$2.21K 0.26% 91
2024
Q3
$285K Sell
988
-71
-7% -$20.5K 0.29% 91
2024
Q2
$270K Buy
1,059
+8
+0.8% +$2.04K 0.29% 91
2024
Q1
$271K Sell
1,051
-28
-3% -$7.21K 0.32% 89
2023
Q4
$244K Buy
+1,079
New +$244K 0.32% 100