Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$689K Sell
1,962
-20
-1% -$7.02K 0.2% 120
2025
Q1
$669K Hold
1,982
0.22% 119
2024
Q4
$669K Buy
1,982
+10
+0.5% +$3.37K 0.22% 120
2024
Q3
$628K Buy
+1,972
New +$628K 0.2% 128