Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Hold
8,023
0.13% 138
2025
Q1
$296K Buy
8,023
+532
+7% +$19.6K 0.13% 132
2024
Q4
$281K Sell
7,491
-250
-3% -$9.38K 0.16% 111
2024
Q3
$323K Hold
7,741
0.18% 110
2024
Q2
$303K Hold
7,741
0.19% 106
2024
Q1
$336K Buy
7,741
+1,814
+31% +$78.6K 0.23% 91
2023
Q4
$260K Sell
5,927
-1,676
-22% -$73.5K 0.34% 73
2023
Q3
$337K Buy
7,603
+58
+0.8% +$2.57K 0.34% 78
2023
Q2
$313K Sell
7,545
-940
-11% -$39.1K 0.28% 83
2023
Q1
$322K Buy
8,485
+690
+9% +$26.2K 0.31% 80
2022
Q4
$273K Buy
+7,795
New +$273K 0.29% 81