Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Hold
1,364
0.15% 53
2025
Q1
$200K Buy
1,364
+2
+0.1% +$294 0.15% 52
2024
Q4
$176K Sell
1,362
-83
-6% -$10.7K 0.14% 58
2024
Q3
$198K Buy
1,445
+3
+0.2% +$410 0.15% 53
2024
Q2
$147K Sell
1,442
-272
-16% -$27.8K 0.12% 76
2024
Q1
$152K Sell
1,714
-27
-2% -$2.4K 0.12% 71
2023
Q4
$159K Buy
+1,741
New +$159K 0.14% 55