Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
844
+3
+0.4% +$1.07K 0.06% 176
2025
Q1
$229K Buy
841
+9
+1% +$2.45K 0.05% 207
2024
Q4
$276K Sell
832
-33
-4% -$11K 0.06% 180
2024
Q3
$287K Sell
865
-6
-0.7% -$1.99K 0.06% 185
2024
Q2
$273K Sell
871
-11
-1% -$3.45K 0.07% 178
2024
Q1
$276K Sell
882
-70
-7% -$21.9K 0.07% 174
2023
Q4
$229K Buy
952
+5
+0.5% +$1.2K 0.06% 187
2023
Q3
$202K Buy
+947
New +$202K 0.06% 197