Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$436K Hold
59
0.2% 108
2025
Q1
$427K Sell
59
-4
-6% -$29K 0.21% 107
2024
Q4
$515K Hold
63
0.25% 97
2024
Q3
$618K Hold
63
0.29% 91
2024
Q2
$478K Hold
63
0.25% 99
2024
Q1
$510K Buy
63
+1
+2% +$8.1K 0.27% 94
2023
Q4
$434K Hold
62
0.25% 94
2023
Q3
$370K Sell
62
-2
-3% -$11.9K 0.23% 102
2023
Q2
$406K Hold
64
0.28% 89
2023
Q1
$357K Sell
64
-8
-11% -$44.6K 0.23% 105
2022
Q4
$332K Sell
72
-8
-10% -$36.9K 0.22% 107
2022
Q3
$319K Hold
80
0.23% 105
2022
Q2
$320K Buy
+80
New +$320K 0.21% 109