Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Hold
4,389
0.24% 34
2025
Q1
$385K Hold
4,389
0.22% 35
2024
Q4
$397K Hold
4,389
0.23% 36
2024
Q3
$354K Sell
4,389
-3,900
-47% -$315K 0.2% 39
2024
Q2
$561K Hold
8,289
0.36% 31
2024
Q1
$631K Hold
8,289
0.37% 31
2023
Q4
$436K Sell
8,289
-225
-3% -$11.8K 0.29% 35
2023
Q3
$454K Buy
8,514
+195
+2% +$10.4K 0.32% 34
2023
Q2
$436K Sell
8,319
-9,150
-52% -$479K 0.3% 35
2023
Q1
$879K Buy
17,469
+17,244
+7,664% +$868K 0.54% 26
2022
Q4
$11.4K Buy
+225
New +$11.4K 0.01% 126