Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Hold
2,055
0.22% 74
2025
Q1
$354K Hold
2,055
0.21% 81
2024
Q4
$370K Sell
2,055
-210
-9% -$37.9K 0.24% 73
2024
Q3
$389K Hold
2,265
0.26% 72
2024
Q2
$378K Buy
2,265
+150
+7% +$25K 0.27% 73
2024
Q1
$387K Hold
2,115
0.27% 71
2023
Q4
$349K Buy
+2,115
New +$349K 0.27% 69