Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
948
-143
-13% -$42.2K 0.1% 63
2025
Q1
$271K Buy
1,091
+3
+0.3% +$746 0.11% 65
2024
Q4
$239K Sell
1,088
-4
-0.4% -$879 0.09% 72
2024
Q3
$241K Buy
+1,092
New +$241K 0.09% 80
2024
Q2
Sell
-1,098
Closed -$210K 97
2024
Q1
$210K Buy
+1,098
New +$210K 0.09% 92