Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
792
-16
-2% -$5.68K 0.1% 79
2025
Q1
$283K Sell
808
-26
-3% -$9.11K 0.11% 74
2024
Q4
$264K Sell
834
-626
-43% -$198K 0.1% 78
2024
Q3
$401K Buy
1,460
+102
+8% +$28K 0.17% 55
2024
Q2
$356K Buy
1,358
+1
+0.1% +$263 0.16% 59
2024
Q1
$379K Buy
1,357
+248
+22% +$69.2K 0.17% 52
2023
Q4
$289K Buy
+1,109
New +$289K 0.14% 63