Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
381
+4
+1% +$5.36K 0.16% 86
2025
Q1
$352K Buy
377
+1
+0.3% +$933 0.11% 97
2024
Q4
$335K Buy
+376
New +$335K 0.1% 95
2024
Q2
$250K Sell
371
-30
-7% -$20.2K 0.08% 106
2024
Q1
$244K Buy
+401
New +$244K 0.07% 111
2019
Q3
$267K Buy
+376
New +$267K 0.08% 106