Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Buy
890
+45
+5% +$21.5K 0.25% 74
2025
Q1
$310K Hold
845
0.2% 93
2024
Q4
$341K Sell
845
-40
-5% -$16.2K 0.22% 82
2024
Q3
$447K Hold
885
0.27% 68
2024
Q2
$381K Sell
885
-15
-2% -$6.45K 0.24% 68
2024
Q1
$341K Sell
900
-50
-5% -$18.9K 0.21% 82
2023
Q4
$308K Buy
+950
New +$308K 0.19% 88