Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Hold
1,029
0.32% 87
2025
Q1
$395K Buy
1,029
+60
+6% +$23K 0.32% 83
2024
Q4
$431K Buy
969
+5
+0.5% +$2.22K 0.35% 80
2024
Q3
$499K Hold
964
0.41% 69
2024
Q2
$536K Sell
964
-41
-4% -$22.8K 0.46% 62
2024
Q1
$507K Hold
1,005
0.42% 66
2023
Q4
$600K Sell
1,005
-81
-7% -$48.3K 0.52% 53
2023
Q3
$554K Buy
1,086
+71
+7% +$36.2K 0.53% 52
2023
Q2
$496K Buy
+1,015
New +$496K 0.48% 61