Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Hold
771
0.3% 67
2025
Q1
$287K Sell
771
-97
-11% -$36.1K 0.19% 115
2024
Q4
$313K Buy
868
+211
+32% +$76.1K 0.2% 111
2024
Q3
$237K Sell
657
-226
-26% -$81.5K 0.16% 132
2024
Q2
$300K Buy
883
+4
+0.5% +$1.36K 0.22% 115
2024
Q1
$315K Buy
+879
New +$315K 0.24% 112