Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Hold
685
0.04% 302
2025
Q1
$387K Buy
685
+126
+23% +$71.3K 0.05% 170
2024
Q4
$335K Sell
559
-201
-26% -$121K 0.05% 177
2024
Q3
$443K Sell
760
-106
-12% -$61.8K 0.06% 177
2024
Q2
$417K Buy
866
+211
+32% +$102K 0.07% 171
2024
Q1
$367K Buy
+655
New +$367K 0.07% 154