Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Hold
2,438
0.2% 76
2025
Q1
$271K Hold
2,438
0.23% 71
2024
Q4
$252K Hold
2,438
0.22% 72
2024
Q3
$273K Hold
2,438
0.24% 76
2024
Q2
$218K Hold
2,438
0.2% 83
2024
Q1
$209K Hold
2,438
0.19% 100
2023
Q4
$201K Sell
2,438
-4,874
-67% -$402K 0.19% 97
2023
Q3
$561K Hold
7,312
0.61% 41
2023
Q2
$510K Buy
7,312
+3,524
+93% +$246K 0.54% 46
2023
Q1
$244K Hold
3,788
0.28% 69
2022
Q4
$273K Buy
+3,788
New +$273K 0.32% 64