Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Hold
26
0.1% 93
2025
Q1
$188K Hold
26
0.1% 94
2024
Q4
$213K Hold
26
0.12% 91
2024
Q3
$255K Sell
26
-4
-13% -$39.2K 0.15% 85
2024
Q2
$210K Sell
30
-10
-25% -$70K 0.15% 83
2024
Q1
$223K Buy
40
+10
+33% +$55.7K 0.19% 80
2023
Q4
$210K Buy
+30
New +$210K 0.15% 83