Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
9,813
-229
-2% -$6.85K 0.09% 241
2025
Q1
$339K Buy
10,042
+13
+0.1% +$439 0.13% 170
2024
Q4
$296K Sell
10,029
-679
-6% -$20.1K 0.11% 192
2024
Q3
$336K Sell
10,708
-1,129
-10% -$35.4K 0.13% 189
2024
Q2
$427K Buy
+11,837
New +$427K 0.18% 144