Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Hold
1,084
0.17% 85
2025
Q1
$281K Hold
1,084
0.17% 90
2024
Q4
$438K Sell
1,084
-5
-0.5% -$2.02K 0.28% 69
2024
Q3
$285K Sell
1,089
-82
-7% -$21.5K 0.22% 80
2024
Q2
$232K Sell
1,171
-90
-7% -$17.8K 0.19% 81
2024
Q1
$222K Sell
1,261
-60
-5% -$10.5K 0.19% 80
2023
Q4
$328K Hold
1,321
0.33% 63
2023
Q3
$331K Sell
1,321
-15
-1% -$3.75K 0.36% 63
2023
Q2
$350K Sell
1,336
-54
-4% -$14.1K 0.33% 60
2023
Q1
$288K Buy
+1,390
New +$288K 0.29% 60