Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$837K Sell
15,313
-154
-1% -$8.41K 0.08% 58
2024
Q4
$703K Hold
15,467
0.07% 63
2024
Q3
$734K Buy
15,467
+801
+5% +$38K 0.07% 62
2024
Q2
$673K Buy
14,666
+2,172
+17% +$99.7K 0.07% 63
2024
Q1
$493K Hold
12,494
0.06% 61
2023
Q4
$493K Buy
12,494
+213
+2% +$8.41K 0.06% 61
2023
Q3
$414K Buy
12,281
+2,716
+28% +$91.5K 0.06% 84
2023
Q2
$320K Sell
9,565
-297
-3% -$9.93K 0.04% 123
2023
Q1
$320K Buy
+9,862
New +$320K 0.05% 121