Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$609K Sell
760
-2
-0.3% -$1.6K 0.3% 63
2025
Q1
$505K Buy
762
+1
+0.1% +$663 0.28% 66
2024
Q4
$527K Buy
761
+6
+0.8% +$4.16K 0.31% 60
2024
Q3
$629K Hold
755
0.4% 43
2024
Q2
$772K Hold
755
0.56% 35
2024
Q1
$733K Hold
755
0.57% 33
2023
Q4
$571K Sell
755
-6
-0.8% -$4.54K 0.47% 39
2023
Q3
$448K Hold
761
0.41% 49
2023
Q2
$552K Buy
+761
New +$552K 0.52% 38