Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Sell
4,105
-1
-0% -$158 0.04% 125
2025
Q1
$724K Hold
4,106
0.05% 112
2024
Q4
$807K Buy
4,106
+2
+0% +$393 0.06% 109
2024
Q3
$973K Hold
4,104
0.07% 87
2024
Q2
$868K Buy
4,104
+25
+0.6% +$5.29K 0.07% 86
2024
Q1
$1.03M Buy
+4,079
New +$1.03M 0.08% 87