Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$928K Buy
10,789
+3,969
+58% +$341K 0.05% 235
2025
Q1
$570K Buy
6,820
+40
+0.6% +$3.34K 0.03% 286
2024
Q4
$571K Buy
6,780
+116
+2% +$9.78K 0.03% 293
2024
Q3
$583K Buy
6,664
+147
+2% +$12.9K 0.04% 281
2024
Q2
$517K Hold
6,517
0.04% 291
2024
Q1
$609K Hold
6,517
0.04% 270
2023
Q4
$565K Sell
6,517
-81
-1% -$7.03K 0.04% 258
2023
Q3
$481K Hold
6,598
0.04% 261
2023
Q2
$570K Hold
6,598
0.04% 246
2023
Q1
$482K Hold
6,598
0.04% 261
2022
Q4
$444K Buy
+6,598
New +$444K 0.04% 277