Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Hold
1,338
0.11% 111
2025
Q1
$333K Buy
1,338
+30
+2% +$7.46K 0.1% 123
2024
Q4
$288K Buy
1,308
+24
+2% +$5.28K 0.09% 135
2024
Q3
$284K Sell
1,284
-34
-3% -$7.52K 0.09% 134
2024
Q2
$228K Sell
1,318
-115
-8% -$19.9K 0.08% 151
2024
Q1
$274K Buy
1,433
+34
+2% +$6.49K 0.11% 142
2023
Q4
$229K Buy
+1,399
New +$229K 0.11% 154
2023
Q2
Sell
-1,529
Closed -$200K 198
2023
Q1
$200K Buy
+1,529
New +$200K 0.13% 190