Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$424K Hold
1,537
0.21% 113
2025
Q1
$257K Buy
1,537
+27
+2% +$4.52K 0.14% 145
2024
Q4
$350K Sell
1,510
-10
-0.7% -$2.32K 0.18% 124
2024
Q3
$262K Buy
1,520
+250
+20% +$43.1K 0.14% 145
2024
Q2
$204K Buy
+1,270
New +$204K 0.12% 162