Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
2,423
+442
+22% +$146K 0.16% 72
2025
Q1
$652K Hold
1,981
0.14% 84
2024
Q4
$547K Hold
1,981
0.11% 90
2024
Q3
$686K Hold
1,981
0.15% 80
2024
Q2
$655K Hold
1,981
0.15% 78
2024
Q1
$719K Sell
1,981
-13
-0.7% -$4.72K 0.18% 71
2023
Q4
$597K Buy
+1,994
New +$597K 0.17% 74