Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Sell
4,132
-6
-0.1% -$816 0.05% 128
2025
Q1
$549K Buy
4,138
+14
+0.3% +$1.86K 0.05% 126
2024
Q4
$466K Hold
4,124
0.04% 137
2024
Q3
$470K Sell
4,124
-32
-0.8% -$3.65K 0.04% 137
2024
Q2
$432K Buy
+4,156
New +$432K 0.04% 145