Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
1,551
-20
-1% -$4.55K 0.36% 78
2025
Q1
$383K Hold
1,571
0.42% 73
2024
Q4
$442K Sell
1,571
-15
-0.9% -$4.22K 0.46% 72
2024
Q3
$434K Hold
1,586
0.44% 75
2024
Q2
$476K Buy
1,586
+186
+13% +$55.8K 0.48% 63
2024
Q1
$406K Hold
1,400
0.43% 67
2023
Q4
$342K Buy
+1,400
New +$342K 0.4% 66