Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Hold
4,916
0.01% 323
2025
Q1
$400K Buy
4,916
+10
+0.2% +$814 0.01% 296
2024
Q4
$358K Sell
4,906
-139
-3% -$10.2K 0.01% 324
2024
Q3
$300K Buy
5,045
+331
+7% +$19.7K 0.01% 319
2024
Q2
$241K Buy
4,714
+89
+2% +$4.55K 0.01% 345
2024
Q1
$248K Buy
4,625
+86
+2% +$4.62K 0.01% 337
2023
Q4
$205K Buy
+4,539
New +$205K 0.01% 341