Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
3,453
-507
-13% -$94.1K 0.45% 37
2025
Q1
$830K Hold
3,960
0.69% 26
2024
Q4
$704K Hold
3,960
0.51% 32
2024
Q3
$782K Hold
3,960
0.57% 31
2024
Q2
$679K Sell
3,960
-118
-3% -$20.2K 0.53% 32
2024
Q1
$743K Buy
4,078
+206
+5% +$37.5K 0.62% 29
2023
Q4
$600K Buy
+3,872
New +$600K 0.54% 34