Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Hold
4,851
0.12% 118
2025
Q1
$435K Sell
4,851
-100
-2% -$8.98K 0.15% 101
2024
Q4
$493K Hold
4,951
0.18% 84
2024
Q3
$562K Hold
4,951
0.21% 78
2024
Q2
$613K Hold
4,951
0.28% 70
2024
Q1
$653K Sell
4,951
-308
-6% -$40.6K 0.34% 56
2023
Q4
$573K Buy
5,259
+177
+3% +$19.3K 0.39% 62
2023
Q3
$523K Buy
5,082
+57
+1% +$5.87K 0.38% 64
2023
Q2
$580K Buy
5,025
+43
+0.9% +$4.96K 0.45% 54
2023
Q1
$530K Buy
4,982
+63
+1% +$6.7K 0.44% 57
2022
Q4
$546K Buy
+4,919
New +$546K 0.49% 57