Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,516
Closed -$208K 133
2025
Q1
$208K Sell
7,516
-15
-0.2% -$415 0.16% 131
2024
Q4
$246K Buy
7,531
+61
+0.8% +$1.99K 0.18% 126
2024
Q3
$268K Buy
7,470
+395
+6% +$14.2K 0.2% 123
2024
Q2
$248K Sell
7,075
-90
-1% -$3.16K 0.22% 116
2024
Q1
$217K Buy
+7,165
New +$217K 0.42% 59