Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Hold
2,414
0.03% 387
2025
Q1
$372K Sell
2,414
-23
-0.9% -$3.55K 0.03% 368
2024
Q4
$414K Sell
2,437
-1,023
-30% -$174K 0.03% 347
2024
Q3
$601K Buy
3,460
+23
+0.7% +$3.99K 0.04% 295
2024
Q2
$591K Buy
+3,437
New +$591K 0.04% 307