Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Hold
1,781
0.26% 64
2025
Q1
$461K Buy
1,781
+5
+0.3% +$1.29K 0.23% 69
2024
Q4
$717K Buy
1,776
+5
+0.3% +$2.02K 0.35% 48
2024
Q3
$463K Sell
1,771
-15
-0.8% -$3.92K 0.22% 56
2024
Q2
$353K Buy
1,786
+5
+0.3% +$988 0.18% 58
2024
Q1
$313K Sell
1,781
-484
-21% -$85.1K 0.17% 57
2023
Q4
$562K Buy
+2,265
New +$562K 0.33% 48