Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Hold
1,527
0.23% 34
2025
Q1
$380K Hold
1,527
0.19% 33
2024
Q4
$336K Hold
1,527
0.17% 35
2024
Q3
$269K Buy
1,527
+308
+25% +$54.4K 0.14% 38
2024
Q2
$264K Sell
1,219
-308
-20% -$66.7K 0.14% 38
2024
Q1
$292K Buy
+1,527
New +$292K 0.16% 36