Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Sell
3,570
-30
-0.8% -$4.36K 0.28% 69
2025
Q1
$555K Hold
3,600
0.33% 65
2024
Q4
$505K Hold
3,600
0.32% 64
2024
Q3
$483K Hold
3,600
0.32% 66
2024
Q2
$427K Hold
3,600
0.32% 64
2024
Q1
$442K Sell
3,600
-5
-0.1% -$614 0.34% 64
2023
Q4
$429K Buy
+3,605
New +$429K 0.35% 67