Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Hold
3,130
1.79% 3
2025
Q1
$339K Sell
3,130
-142
-4% -$15.4K 1.55% 5
2024
Q4
$439K Buy
3,272
+142
+5% +$19.1K 0.63% 7
2024
Q3
$380K Buy
3,130
+66
+2% +$8.02K 0.58% 8
2024
Q2
$379K Buy
3,064
+24
+0.8% +$2.97K 0.24% 7
2024
Q1
$275K Buy
+3,040
New +$275K 0.17% 7