Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Hold
689
0.15% 65
2025
Q1
$275K Hold
689
0.19% 60
2024
Q4
$247K Sell
689
-297
-30% -$107K 0.16% 67
2024
Q3
$341K Sell
986
-3
-0.3% -$1.04K 0.22% 49
2024
Q2
$290K Sell
989
-195
-16% -$57.2K 0.22% 59
2024
Q1
$395K Hold
1,184
0.27% 59
2023
Q4
$376K Buy
+1,184
New +$376K 0.27% 59