Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$823K Buy
1,035
+4
+0.4% +$3.18K 0.28% 57
2025
Q1
$841K Hold
1,031
0.32% 50
2024
Q4
$972K Hold
1,031
0.38% 42
2024
Q3
$915K Buy
1,031
+295
+40% +$262K 0.35% 43
2024
Q2
$557K Sell
736
-17
-2% -$12.9K 0.23% 54
2024
Q1
$621K Buy
+753
New +$621K 0.25% 46