Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
2,021
-521
-20% -$79.3K 0.24% 77
2025
Q1
$373K Hold
2,542
0.3% 70
2024
Q4
$328K Sell
2,542
-1
-0% -$129 0.28% 70
2024
Q3
$348K Hold
2,543
0.28% 71
2024
Q2
$260K Buy
+2,543
New +$260K 0.22% 77