Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
901
-4
-0.4% -$1.58K 0.26% 77
2025
Q1
$337K Sell
905
-1
-0.1% -$372 0.34% 77
2024
Q4
$326K Buy
906
+7
+0.8% +$2.52K 0.31% 78
2024
Q3
$325K Buy
899
+17
+2% +$6.14K 0.33% 74
2024
Q2
$300K Buy
882
+12
+1% +$4.08K 0.33% 79
2024
Q1
$309K Sell
870
-24
-3% -$8.51K 0.37% 75
2023
Q4
$268K Buy
+894
New +$268K 0.35% 85