Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Hold
1,976
0.29% 90
2025
Q1
$414K Buy
1,976
+37
+2% +$7.75K 0.33% 79
2024
Q4
$345K Hold
1,939
0.28% 87
2024
Q3
$383K Hold
1,939
0.31% 82
2024
Q2
$333K Sell
1,939
-28
-1% -$4.8K 0.28% 81
2024
Q1
$358K Sell
1,967
-17
-0.9% -$3.1K 0.29% 78
2023
Q4
$307K Sell
1,984
-385
-16% -$59.7K 0.27% 87
2023
Q3
$353K Sell
2,369
-59
-2% -$8.8K 0.34% 72
2023
Q2
$327K Buy
+2,428
New +$327K 0.32% 77