Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
799
0.2% 83
2025
Q1
$372K Sell
799
-10
-1% -$4.66K 0.22% 83
2024
Q4
$339K Hold
809
0.21% 89
2024
Q3
$386K Hold
809
0.25% 77
2024
Q2
$355K Buy
809
+5
+0.6% +$2.19K 0.26% 75
2024
Q1
$373K Sell
804
-16
-2% -$7.43K 0.29% 72
2023
Q4
$337K Buy
+820
New +$337K 0.28% 75