Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Hold
918
0.2% 68
2025
Q1
$250K Hold
918
0.16% 86
2024
Q4
$305K Buy
918
+127
+16% +$42.1K 0.2% 75
2024
Q3
$262K Hold
791
0.17% 85
2024
Q2
$248K Hold
791
0.19% 85
2024
Q1
$247K Sell
791
-72
-8% -$22.5K 0.19% 85
2023
Q4
$208K Sell
863
-123
-12% -$29.6K 0.16% 95
2023
Q3
$210K Buy
+986
New +$210K 0.22% 88
2023
Q1
$247K Buy
+791
New +$247K 0.19% 85