Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Hold
1,677
0.09% 172
2025
Q1
$246K Sell
1,677
-99
-6% -$14.5K 0.1% 167
2024
Q4
$229K Hold
1,776
0.09% 167
2024
Q3
$243K Buy
1,776
+54
+3% +$7.38K 0.1% 160
2024
Q2
$176K Sell
1,722
-174
-9% -$17.8K 0.08% 181
2024
Q1
$168K Sell
1,896
-1,279
-40% -$113K 0.08% 182
2023
Q4
$290K Buy
+3,175
New +$290K 0.18% 114