Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Hold
23,578
0.18% 159
2025
Q1
$653K Buy
23,578
+3,673
+18% +$102K 0.18% 159
2024
Q4
$650K Buy
19,905
+153
+0.8% +$4.99K 0.18% 164
2024
Q3
$709K Sell
19,752
-283
-1% -$10.2K 0.19% 165
2024
Q2
$702K Buy
+20,035
New +$702K 0.2% 142