Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Buy
+953
New +$172K 0.05% 240
2024
Q4
$141K Sell
718
-42
-6% -$8.27K 0.04% 240
2024
Q3
$154K Hold
760
0.05% 245
2024
Q2
$127K Buy
760
+111
+17% +$18.6K 0.04% 262
2024
Q1
$104K Buy
+649
New +$104K 0.04% 295