Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Hold
7,668
6.04% 4
2025
Q1
$410K Sell
7,668
-65
-0.8% -$3.48K 7.13% 4
2024
Q4
$370K Hold
7,733
5.89% 8
2024
Q3
$344K Hold
7,733
5.57% 8
2024
Q2
$329K Hold
7,733
6.21% 8
2024
Q1
$321K Buy
7,733
+325
+4% +$13.5K 5.79% 10
2023
Q4
$272K Hold
7,408
5.75% 10
2023
Q3
$263K Hold
7,408
6.83% 6
2023
Q2
$251K Hold
7,408
6.67% 9
2023
Q1
$255K Buy
+7,408
New +$255K 6.61% 8