Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
839
-12
-1% -$4.28K 0.08% 138
2025
Q1
$231K Buy
851
+121
+17% +$32.9K 0.07% 159
2024
Q4
$242K Buy
730
+23
+3% +$7.63K 0.07% 157
2024
Q3
$234K Sell
707
-74
-9% -$24.5K 0.07% 164
2024
Q2
$245K Sell
781
-38
-5% -$11.9K 0.08% 145
2024
Q1
$256K Buy
+819
New +$256K 0.09% 141