Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
788
+22
+3% +$10.3K 0.14% 129
2025
Q1
$357K Buy
766
+22
+3% +$10.2K 0.14% 123
2024
Q4
$311K Hold
744
0.12% 138
2024
Q3
$355K Sell
744
-7
-0.9% -$3.34K 0.15% 129
2024
Q2
$330K Buy
751
+7
+0.9% +$3.07K 0.15% 121
2024
Q1
$345K Buy
744
+154
+26% +$71.5K 0.17% 114
2023
Q4
$242K Buy
+590
New +$242K 0.15% 134