Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Hold
1,245
0.24% 71
2025
Q1
$410K Hold
1,245
0.24% 71
2024
Q4
$344K Sell
1,245
-60
-5% -$16.6K 0.22% 75
2024
Q3
$452K Hold
1,305
0.3% 69
2024
Q2
$431K Hold
1,305
0.31% 68
2024
Q1
$474K Sell
1,305
-14
-1% -$5.09K 0.33% 66
2023
Q4
$395K Buy
+1,319
New +$395K 0.3% 63