Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Hold
1,794
0.17% 127
2025
Q1
$263K Hold
1,794
0.17% 119
2024
Q4
$232K Sell
1,794
-17
-0.9% -$2.2K 0.13% 136
2024
Q3
$248K Buy
1,811
+17
+0.9% +$2.32K 0.16% 129
2024
Q2
$183K Buy
+1,794
New +$183K 0.11% 166