Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
923
-2
-0.2% -$580 0.06% 143
2025
Q1
$279K Sell
925
-28
-3% -$8.46K 0.08% 129
2024
Q4
$263K Buy
953
+13
+1% +$3.59K 0.08% 139
2024
Q3
$271K Sell
940
-17
-2% -$4.9K 0.08% 133
2024
Q2
$244K Buy
957
+118
+14% +$30.1K 0.08% 138
2024
Q1
$217K Buy
+839
New +$217K 0.08% 146