Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
1,819
-210
-10% -$17.1K 0.06% 152
2025
Q1
$201K Hold
2,029
0.1% 137
2024
Q4
$204K Hold
2,029
0.1% 130
2024
Q3
$185K Hold
2,029
0.08% 134
2024
Q2
$165K Buy
2,029
+210
+12% +$17.1K 0.08% 132
2024
Q1
$146K Hold
1,819
0.07% 139
2023
Q4
$128K Hold
1,819
0.08% 141
2023
Q3
$115K Buy
1,819
+316
+21% +$20K 0.08% 146
2023
Q2
$92.8K Hold
1,503
0.06% 154
2023
Q1
$95.5K Hold
1,503
0.06% 155
2022
Q4
$98.7K Buy
+1,503
New +$98.7K 0.06% 160