Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
1,354
-65
-5% -$13K 0.08% 147
2025
Q1
$291K Buy
1,419
+109
+8% +$22.3K 0.1% 129
2024
Q4
$311K Buy
1,310
+91
+7% +$21.6K 0.11% 123
2024
Q3
$339K Sell
1,219
-30
-2% -$8.34K 0.12% 120
2024
Q2
$312K Sell
1,249
-300
-19% -$75K 0.12% 120
2024
Q1
$387K Buy
+1,549
New +$387K 0.16% 108