Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Buy
7,477
+17
+0.2% +$1.39K 0.4% 20
2025
Q1
$740K Sell
7,460
-101
-1% -$10K 0.52% 17
2024
Q4
$759K Hold
7,561
0.56% 14
2024
Q3
$689K Buy
7,561
+164
+2% +$14.9K 0.53% 19
2024
Q2
$609K Hold
7,397
0.51% 17
2024
Q1
$593K Hold
7,397
0.51% 18
2023
Q4
$578K Buy
+7,397
New +$578K 0.51% 16