Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Hold
1,063
0.06% 165
2025
Q1
$495K Buy
1,063
+12
+1% +$5.59K 0.07% 143
2024
Q4
$440K Sell
1,051
-138
-12% -$57.8K 0.07% 142
2024
Q3
$567K Sell
1,189
-505
-30% -$241K 0.08% 138
2024
Q2
$743K Buy
+1,694
New +$743K 0.12% 115