Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Hold
2,921
0.1% 64
2025
Q1
$266K Buy
2,921
+361
+14% +$32.9K 0.09% 70
2024
Q4
$295K Hold
2,560
0.09% 64
2024
Q3
$296K Sell
2,560
-630
-20% -$72.9K 0.1% 63
2024
Q2
$466K Hold
3,190
0.16% 52
2024
Q1
$394K Buy
+3,190
New +$394K 0.14% 52