Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,663
Closed -$348K 26
2025
Q1
$348K Buy
1,663
+16
+1% +$3.35K 0.2% 74
2024
Q4
$293K Hold
1,647
0.18% 78
2024
Q3
$325K Hold
1,647
0.2% 71
2024
Q2
$282K Hold
1,647
0.19% 73
2024
Q1
$300K Sell
1,647
-100
-6% -$18.2K 0.22% 63
2023
Q4
$271K Buy
+1,747
New +$271K 0.21% 62