Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Hold
1,517
0.25% 67
2025
Q1
$262K Sell
1,517
-54
-3% -$9.33K 0.2% 72
2024
Q4
$328K Buy
1,571
+63
+4% +$13.1K 0.24% 67
2024
Q3
$262K Buy
1,508
+30
+2% +$5.21K 0.22% 72
2024
Q2
$245K Buy
+1,478
New +$245K 0.21% 73