Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
733
-8
-1% -$2.64K 0.17% 113
2025
Q1
$244K Hold
741
0.25% 105
2024
Q4
$205K Buy
741
+6
+0.8% +$1.66K 0.2% 124
2024
Q3
$255K Sell
735
-30
-4% -$10.4K 0.26% 105
2024
Q2
$253K Buy
765
+12
+2% +$3.97K 0.28% 96
2024
Q1
$274K Sell
753
-20
-3% -$7.28K 0.33% 87
2023
Q4
$231K Buy
+773
New +$231K 0.3% 103