Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$569K Sell
723
-10
-1% -$7.87K 0.41% 40
2025
Q1
$450K Sell
733
-10
-1% -$6.14K 0.46% 49
2024
Q4
$467K Buy
743
+8
+1% +$5.03K 0.45% 49
2024
Q3
$456K Buy
735
+2
+0.3% +$1.24K 0.46% 51
2024
Q2
$482K Buy
733
+13
+2% +$8.54K 0.52% 42
2024
Q1
$461K Sell
720
-21
-3% -$13.4K 0.55% 46
2023
Q4
$463K Buy
+741
New +$463K 0.6% 41