Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Hold
15,096
0.05% 160
2025
Q1
$273K Buy
15,096
+69
+0.5% +$1.25K 0.05% 178
2024
Q4
$233K Buy
15,027
+3,084
+26% +$47.9K 0.05% 171
2024
Q3
$186K Sell
11,943
-2,987
-20% -$46.5K 0.04% 196
2024
Q2
$206K Buy
14,930
+120
+0.8% +$1.66K 0.05% 190
2024
Q1
$216K Hold
14,810
0.06% 184
2023
Q4
$199K Buy
14,810
+4,796
+48% +$64.4K 0.06% 178
2023
Q3
$128K Sell
10,014
-542
-5% -$6.95K 0.05% 167
2023
Q2
$119K Buy
+10,556
New +$119K 0.04% 189