Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$775K Hold
9,497
0.29% 85
2025
Q1
$942K Sell
9,497
-100
-1% -$9.92K 0.37% 79
2024
Q4
$964K Sell
9,597
-200
-2% -$20.1K 0.38% 71
2024
Q3
$893K Buy
9,797
+700
+8% +$63.8K 0.34% 76
2024
Q2
$742K Hold
9,097
0.31% 79
2024
Q1
$729K Hold
9,097
0.31% 78
2023
Q4
$639K Hold
9,097
0.3% 78
2023
Q3
$577K Buy
+9,097
New +$577K 0.29% 77