Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
4,312
-23
-0.5% -$1.59K 0.05% 196
2025
Q1
$299K Sell
4,335
-24
-0.6% -$1.66K 0.06% 192
2024
Q4
$268K Buy
4,359
+67
+2% +$4.12K 0.05% 200
2024
Q3
$266K Buy
4,292
+241
+6% +$14.9K 0.05% 204
2024
Q2
$215K Buy
+4,051
New +$215K 0.04% 198