Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Hold
3,176
0.04% 360
2025
Q1
$356K Buy
3,176
+533
+20% +$59.7K 0.05% 213
2024
Q4
$294K Sell
2,643
-786
-23% -$87.5K 0.04% 273
2024
Q3
$374K Sell
3,429
-1,122
-25% -$122K 0.05% 262
2024
Q2
$386K Buy
4,551
+582
+15% +$49.3K 0.06% 229
2024
Q1
$348K Buy
+3,969
New +$348K 0.06% 170