Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$844K Buy
3,859
+500
+15% +$109K 0.35% 66
2025
Q1
$470K Sell
3,359
-700
-17% -$97.9K 0.22% 88
2024
Q4
$676K Hold
4,059
0.32% 72
2024
Q3
$692K Sell
4,059
-26
-0.6% -$4.43K 0.32% 75
2024
Q2
$577K Buy
4,085
+26
+0.6% +$3.67K 0.28% 76
2024
Q1
$510K Hold
4,059
0.26% 82
2023
Q4
$428K Hold
4,059
0.26% 84
2023
Q3
$430K Sell
4,059
-1,000
-20% -$106K 0.3% 80
2023
Q2
$602K Hold
5,059
0.41% 66
2023
Q1
$470K Hold
5,059
0.31% 81
2022
Q4
$414K Buy
+5,059
New +$414K 0.24% 98