Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
8,970
+575
+7% +$16.6K 0.15% 133
2025
Q1
$228K Hold
8,395
0.15% 148
2024
Q4
$240K Sell
8,395
-3,075
-27% -$87.8K 0.16% 140
2024
Q3
$364K Hold
11,470
0.22% 82
2024
Q2
$370K Hold
11,470
0.23% 72
2024
Q1
$427K Sell
11,470
-500
-4% -$18.6K 0.26% 66
2023
Q4
$370K Buy
+11,970
New +$370K 0.23% 75