Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Buy
344
+109
+46% +$34.6K 0.05% 48
2025
Q1
$60.9K Sell
235
-2
-0.8% -$518 0.03% 57
2024
Q4
$95.7K Sell
237
-179
-43% -$72.3K 0.05% 49
2024
Q3
$109K Sell
416
-59
-12% -$15.4K 0.05% 50
2024
Q2
$94K Buy
+475
New +$94K 0.05% 49