Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Hold
2,368
0.3% 40
2025
Q1
$451K Sell
2,368
-95
-4% -$18.1K 0.31% 39
2024
Q4
$540K Buy
2,463
+50
+2% +$11K 0.58% 35
2024
Q3
$450K Buy
2,413
+948
+65% +$177K 0.39% 37
2024
Q2
$283K Buy
+1,465
New +$283K 0.26% 43