Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
2,515
-749
-23% -$79.8K 0.11% 125
2025
Q1
$287K Hold
3,264
0.12% 117
2024
Q4
$379K Hold
3,264
0.15% 105
2024
Q3
$403K Sell
3,264
-1
-0% -$123 0.16% 106
2024
Q2
$400K Sell
3,265
-21
-0.6% -$2.57K 0.17% 99
2024
Q1
$290K Hold
3,286
0.14% 116
2023
Q4
$290K Buy
+3,286
New +$290K 0.14% 116