Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
573
+26
+5% +$20.5K 0.15% 49
2025
Q1
$336K Hold
547
0.13% 47
2024
Q4
$344K Sell
547
-218
-28% -$137K 0.13% 44
2024
Q3
$475K Buy
+765
New +$475K 0.19% 40