Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Hold
915
0.14% 162
2025
Q1
$351K Sell
915
-11
-1% -$4.22K 0.15% 157
2024
Q4
$412K Sell
926
-34
-4% -$15.1K 0.18% 144
2024
Q3
$467K Sell
960
-33
-3% -$16.1K 0.2% 141
2024
Q2
$552K Sell
993
-10
-1% -$5.56K 0.27% 87
2024
Q1
$506K Buy
+1,003
New +$506K 0.25% 96