Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
6,269
+54
+0.9% +$6.05K ﹤0.01% 349
2025
Q1
$547K Hold
6,215
﹤0.01% 379
2024
Q4
$584K Sell
6,215
-5,563
-47% -$523K ﹤0.01% 382
2024
Q3
$1.1M Sell
11,778
-723
-6% -$67.2K ﹤0.01% 345
2024
Q2
$1.34M Buy
12,501
+579
+5% +$62K 0.01% 331
2024
Q1
$1.43M Buy
+11,922
New +$1.43M 0.01% 337