Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
1,638
+24
+1% +$7.62K 0.19% 47
2025
Q1
$418K Hold
1,614
0.17% 54
2024
Q4
$652K Hold
1,614
0.28% 44
2024
Q3
$422K Hold
1,614
0.18% 58
2024
Q2
$319K Sell
1,614
-54
-3% -$10.7K 0.15% 62
2024
Q1
$293K Hold
1,668
0.14% 67
2023
Q4
$414K Buy
+1,668
New +$414K 0.22% 63