Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$560K Sell
5,547
-31
-0.6% -$3.13K 0.02% 653
2025
Q1
$544K Buy
5,578
+7
+0.1% +$683 0.02% 645
2024
Q4
$567K Hold
5,571
0.02% 636
2024
Q3
$623K Hold
5,571
0.02% 615
2024
Q2
$532K Hold
5,571
0.02% 639
2024
Q1
$494K Sell
5,571
-466
-8% -$41.3K 0.02% 654
2023
Q4
$497K Buy
+6,037
New +$497K 0.02% 664