Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Hold
560
0.22% 73
2025
Q1
$371K Sell
560
-2
-0.4% -$1.33K 0.2% 85
2024
Q4
$390K Buy
562
+211
+60% +$146K 0.2% 80
2024
Q3
$293K Hold
351
0.24% 70
2024
Q2
$359K Hold
351
0.32% 53
2024
Q1
$341K Sell
351
-7
-2% -$6.8K 0.31% 55
2023
Q4
$271K Buy
+358
New +$271K 0.26% 60