Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
248
-2
-0.8% -$1.59K 0.14% 136
2025
Q1
$204K Sell
250
-2
-0.8% -$1.63K 0.21% 123
2024
Q4
$238K Buy
252
+2
+0.8% +$1.89K 0.23% 104
2024
Q3
$222K Buy
+250
New +$222K 0.23% 116
2024
Q1
Sell
-249
Closed -$201K 116
2023
Q4
$201K Buy
+249
New +$201K 0.26% 110