Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Hold
1,718
0.04% 88
2025
Q1
$285K Sell
1,718
-147
-8% -$24.4K 0.03% 96
2024
Q4
$368K Buy
1,865
+20
+1% +$3.95K 0.04% 87
2024
Q3
$320K Buy
1,845
+22
+1% +$3.82K 0.04% 87
2024
Q2
$317K Buy
1,823
+335
+23% +$58.2K 0.04% 82
2024
Q1
$202K Buy
+1,488
New +$202K 0.03% 109