Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Hold
34
0.08% 74
2025
Q1
$246K Hold
34
0.08% 71
2024
Q4
$278K Sell
34
-3
-8% -$24.5K 0.09% 64
2024
Q3
$363K Sell
37
-6
-14% -$58.9K 0.12% 60
2024
Q2
$326K Hold
43
0.11% 62
2024
Q1
$348K Hold
43
0.12% 63
2023
Q4
$301K Sell
43
-5
-10% -$35K 0.12% 59
2023
Q3
$286K Sell
48
-14
-23% -$83.5K 0.13% 58
2023
Q2
$394K Hold
62
0.17% 51
2023
Q1
$345K Hold
62
0.16% 44
2022
Q4
$286K Buy
+62
New +$286K 0.14% 48