Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Hold
1,537
0.16% 93
2025
Q1
$315K Sell
1,537
-2
-0.1% -$410 0.19% 91
2024
Q4
$353K Hold
1,539
0.22% 81
2024
Q3
$428K Hold
1,539
0.28% 73
2024
Q2
$385K Hold
1,539
0.28% 71
2024
Q1
$384K Sell
1,539
-33
-2% -$8.24K 0.3% 70
2023
Q4
$364K Buy
+1,572
New +$364K 0.3% 71