Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Hold
842
0.13% 78
2025
Q1
$311K Sell
842
-740
-47% -$274K 0.1% 101
2024
Q4
$718K Hold
1,582
0.22% 53
2024
Q3
$681K Hold
1,582
0.2% 68
2024
Q2
$578K Sell
1,582
-160
-9% -$58.4K 0.18% 81
2024
Q1
$610K Sell
1,742
-164
-9% -$57.4K 0.18% 80
2023
Q4
$411K Hold
1,906
0.13% 115
2023
Q3
$401K Buy
1,906
+99
+5% +$20.8K 0.15% 113
2023
Q2
$334K Buy
1,807
+20
+1% +$3.7K 0.12% 126
2023
Q1
$291K Buy
1,787
+238
+15% +$38.7K 0.11% 139
2022
Q4
$229K Buy
+1,549
New +$229K 0.09% 157