Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Sell
761
-19
-2% -$15.2K 0.16% 33
2025
Q1
$517K Buy
780
+33
+4% +$21.9K 0.17% 37
2024
Q4
$518K Hold
747
0.17% 43
2024
Q3
$622K Hold
747
0.22% 39
2024
Q2
$764K Buy
747
+486
+186% +$497K 0.3% 34
2024
Q1
$253K Buy
+261
New +$253K 0.11% 52