Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Hold
265
0.07% 57
2025
Q1
$250K Sell
265
-26
-9% -$24.6K 0.11% 53
2024
Q4
$266K Sell
291
-5
-2% -$4.58K 0.09% 55
2024
Q3
$262K Buy
+296
New +$262K 0.1% 51