Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Hold
4,567
0.1% 127
2025
Q1
$335K Buy
4,567
+508
+13% +$37.2K 0.11% 123
2024
Q4
$254K Hold
4,059
0.09% 124
2024
Q3
$268K Hold
4,059
0.1% 123
2024
Q2
$293K Hold
4,059
0.12% 115
2024
Q1
$272K Buy
4,059
+378
+10% +$25.3K 0.11% 119
2023
Q4
$242K Sell
3,681
-269
-7% -$17.7K 0.11% 124
2023
Q3
$254K Buy
3,950
+100
+3% +$6.44K 0.12% 114
2023
Q2
$232K Hold
3,850
0.11% 117
2023
Q1
$222K Buy
+3,850
New +$222K 0.11% 120
2022
Q2
Sell
-3,663
Closed -$201K 140
2022
Q1
$201K Buy
+3,663
New +$201K 0.11% 139