Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Buy
+1,516
New +$541K 0.24% 78
2024
Q4
$519K Hold
1,445
0.27% 77
2024
Q3
$500K Buy
1,445
+65
+5% +$22.5K 0.29% 75
2024
Q2
$405K Hold
1,380
0.26% 81
2024
Q1
$460K Hold
1,380
0.3% 77
2023
Q4
$402K Buy
1,380
+56
+4% +$16.3K 0.28% 78
2023
Q3
$429K Hold
1,324
0.34% 71
2023
Q2
$457K Sell
1,324
-103
-7% -$35.5K 0.35% 73
2023
Q1
$450K Buy
+1,427
New +$450K 0.38% 69