Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Buy
63,266
+733
+1% +$7.6K 0.18% 110
2025
Q1
$643K Hold
62,533
0.19% 108
2024
Q4
$596K Sell
62,533
-588
-0.9% -$5.6K 0.17% 117
2024
Q3
$667K Buy
63,121
+17,602
+39% +$186K 0.19% 109
2024
Q2
$375K Buy
45,519
+1,301
+3% +$10.7K 0.12% 127
2024
Q1
$376K Buy
44,218
+769
+2% +$6.54K 0.12% 129
2023
Q4
$358K Buy
+43,449
New +$358K 0.12% 131