Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Hold
1,251
0.19% 86
2025
Q1
$378K Hold
1,251
0.22% 82
2024
Q4
$346K Hold
1,251
0.22% 83
2024
Q3
$361K Hold
1,251
0.24% 84
2024
Q2
$319K Sell
1,251
-35
-3% -$8.93K 0.24% 80
2024
Q1
$333K Sell
1,286
-100
-7% -$25.9K 0.26% 78
2023
Q4
$313K Buy
+1,386
New +$313K 0.26% 78