Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$678K Hold
1,753
0.24% 85
2025
Q1
$672K Sell
1,753
-7
-0.4% -$2.69K 0.28% 80
2024
Q4
$783K Hold
1,760
0.33% 75
2024
Q3
$911K Hold
1,760
0.45% 62
2024
Q2
$843K Buy
1,760
+5
+0.3% +$2.39K 0.4% 69
2024
Q1
$886K Hold
1,755
0.43% 71
2023
Q4
$1.05M Buy
+1,755
New +$1.05M 0.66% 55