Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
1,826
-47
-3% -$13.9K 0.11% 47
2025
Q1
$466K Buy
1,873
+10
+0.5% +$2.49K 0.1% 52
2024
Q4
$410K Hold
1,863
0.09% 59
2024
Q3
$412K Hold
1,863
0.09% 57
2024
Q2
$322K Buy
+1,863
New +$322K 0.08% 63