Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
326
-13
-4% -$10.2K 0.1% 185
2025
Q1
$208K Buy
339
+4
+1% +$2.46K 0.11% 169
2024
Q4
$210K Sell
335
-2
-0.6% -$1.26K 0.11% 177
2024
Q3
$209K Buy
337
+14
+4% +$8.69K 0.17% 154
2024
Q2
$212K Buy
+323
New +$212K 0.14% 146