Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
1,459
-7
-0.5% -$1.02K 0.22% 88
2025
Q1
$257K Buy
+1,466
New +$257K 0.27% 80
2024
Q3
Sell
-650
Closed -$204K 88
2024
Q2
$204K Sell
650
-28
-4% -$8.78K 0.21% 79
2024
Q1
$228K Buy
+678
New +$228K 0.22% 87