Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
457
+12
+3% +$16.1K 0.2% 60
2025
Q1
$415K Hold
445
0.15% 75
2024
Q4
$397K Buy
445
+4
+0.9% +$3.57K 0.15% 74
2024
Q3
$313K Buy
441
+4
+0.9% +$2.84K 0.13% 81
2024
Q2
$295K Buy
437
+2
+0.5% +$1.35K 0.14% 86
2024
Q1
$264K Hold
435
0.15% 102
2023
Q4
$212K Buy
+435
New +$212K 0.13% 105