Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Hold
2,664
0.2% 82
2025
Q1
$391K Hold
2,664
0.21% 80
2024
Q4
$344K Buy
2,664
+139
+6% +$17.9K 0.18% 84
2024
Q3
$345K Hold
2,525
0.28% 58
2024
Q2
$258K Sell
2,525
-495
-16% -$50.6K 0.23% 75
2024
Q1
$268K Hold
3,020
0.25% 68
2023
Q4
$276K Buy
+3,020
New +$276K 0.27% 59