Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
2,214
-31
-1% -$7.44K 0.03% 134
2025
Q1
$524K Hold
2,245
0.03% 139
2024
Q4
$579K Sell
2,245
-875
-28% -$226K 0.04% 131
2024
Q3
$763K Buy
3,120
+1,177
+61% +$288K 0.05% 114
2024
Q2
$434K Hold
1,943
0.03% 144
2024
Q1
$529K Hold
1,943
0.04% 135
2023
Q4
$536K Hold
1,943
0.04% 131
2023
Q3
$417K Hold
1,943
0.04% 135
2023
Q2
$439K Hold
1,943
0.04% 153
2023
Q1
$401K Sell
1,943
-1,219
-39% -$252K 0.04% 127
2022
Q4
$529K Buy
+3,162
New +$529K 0.06% 114