Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Hold
3,097
0.17% 76
2025
Q1
$278K Sell
3,097
-108
-3% -$9.69K 0.23% 65
2024
Q4
$319K Hold
3,205
0.23% 53
2024
Q3
$364K Buy
3,205
+1
+0% +$114 0.27% 53
2024
Q2
$397K Buy
3,204
+109
+4% +$13.5K 0.31% 50
2024
Q1
$408K Buy
3,095
+166
+6% +$21.9K 0.34% 52
2023
Q4
$319K Buy
+2,929
New +$319K 0.29% 62