Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
1,517
+4
+0.3% +$909 0.2% 85
2025
Q1
$252K Buy
1,513
+4
+0.3% +$667 0.17% 83
2024
Q4
$299K Sell
1,509
-67
-4% -$13.3K 0.19% 75
2024
Q3
$275K Buy
+1,576
New +$275K 0.2% 70
2024
Q1
$207K Buy
+1,518
New +$207K 0.25% 64