Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
829
-104
-11% -$31.6K 0.02% 509
2025
Q1
$250K Sell
933
-40
-4% -$10.7K 0.02% 513
2024
Q4
$240K Sell
973
-94
-9% -$23.1K 0.02% 489
2024
Q3
$244K Sell
1,067
-262
-20% -$60K 0.02% 524
2024
Q2
$268K Buy
+1,329
New +$268K 0.02% 487