Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
+2,765
New +$241K 0.12% 159
2025
Q1
Sell
-3,555
Closed -$276K 176
2024
Q4
$276K Buy
+3,555
New +$276K 0.16% 111
2024
Q3
Sell
-2,155
Closed -$244K 161
2024
Q2
$244K Hold
2,155
0.14% 119
2024
Q1
$299K Hold
2,155
0.18% 105
2023
Q4
$267K Hold
2,155
0.18% 107
2023
Q3
$201K Sell
2,155
-185
-8% -$17.3K 0.15% 124
2023
Q2
$301K Hold
2,340
0.21% 79
2023
Q1
$272K Hold
2,340
0.22% 87
2022
Q4
$265K Buy
+2,340
New +$265K 0.24% 86