Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Hold
513
0.33% 53
2025
Q1
$478K Sell
513
-11
-2% -$10.3K 0.26% 61
2024
Q4
$467K Sell
524
-10
-2% -$8.91K 0.26% 66
2024
Q3
$379K Sell
534
-22
-4% -$15.6K 0.22% 70
2024
Q2
$375K Sell
556
-35
-6% -$23.6K 0.23% 75
2024
Q1
$359K Buy
+591
New +$359K 0.24% 81