Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Hold
2,433
0.06% 133
2025
Q1
$404K Buy
2,433
+996
+69% +$165K 0.05% 160
2024
Q4
$284K Sell
1,437
-5
-0.3% -$987 0.04% 179
2024
Q3
$250K Sell
1,442
-129
-8% -$22.4K 0.03% 205
2024
Q2
$273K Hold
1,571
0.04% 197
2024
Q1
$214K Buy
+1,571
New +$214K 0.03% 221