Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Hold
2,037
0.04% 123
2025
Q1
$340K Sell
2,037
-6
-0.3% -$1K 0.03% 140
2024
Q4
$405K Sell
2,043
-52
-2% -$10.3K 0.04% 124
2024
Q3
$365K Sell
2,095
-19
-0.9% -$3.31K 0.04% 135
2024
Q2
$369K Buy
2,114
+69
+3% +$12K 0.04% 125
2024
Q1
$279K Buy
+2,045
New +$279K 0.03% 153