Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
2,013
+92
+5% +$13.7K 0.22% 67
2025
Q1
$282K Hold
1,921
0.25% 58
2024
Q4
$248K Sell
1,921
-55
-3% -$7.1K 0.21% 67
2024
Q3
$270K Hold
1,976
0.24% 62
2024
Q2
$204K Buy
+1,976
New +$204K 0.18% 73