Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Hold
2,622
0.14% 129
2025
Q1
$385K Buy
2,622
+800
+44% +$117K 0.16% 124
2024
Q4
$235K Buy
1,822
+422
+30% +$54.5K 0.15% 135
2024
Q3
$191K Hold
1,400
0.09% 158
2024
Q2
$143K Sell
1,400
-274
-16% -$28K 0.07% 178
2024
Q1
$148K Hold
1,674
0.07% 177
2023
Q4
$153K Hold
1,674
0.08% 159
2023
Q3
$131K Hold
1,674
0.08% 166
2023
Q2
$140K Hold
1,674
0.08% 161
2023
Q1
$147K Hold
1,674
0.09% 145
2022
Q4
$168K Hold
1,674
0.1% 119
2022
Q3
$155K Buy
+1,674
New +$155K 0.1% 116