Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
806
-36
-4% -$12.9K 0.2% 66
2025
Q1
$229K Hold
842
0.19% 79
2024
Q4
$279K Hold
842
0.2% 62
2024
Q3
$279K Hold
842
0.21% 69
2024
Q2
$264K Buy
842
+36
+4% +$11.3K 0.21% 68
2024
Q1
$252K Buy
+806
New +$252K 0.21% 76