Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Hold
964
0.05% 192
2025
Q1
$354K Sell
964
-1,224
-56% -$449K 0.05% 219
2024
Q4
$884K Buy
2,188
+1,452
+197% +$587K 0.13% 84
2024
Q3
$371K Sell
736
-137
-16% -$69.1K 0.05% 271
2024
Q2
$376K Buy
873
+47
+6% +$20.2K 0.06% 266
2024
Q1
$313K Buy
+826
New +$313K 0.06% 272