Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
5,209
+328
+7% +$74.8K 0.11% 194
2025
Q1
$1.19M Hold
4,881
0.14% 163
2024
Q4
$1.18M Buy
4,881
+478
+11% +$116K 0.14% 158
2024
Q3
$1.14M Hold
4,403
0.12% 206
2024
Q2
$967K Hold
4,403
0.11% 210
2024
Q1
$1.12M Sell
4,403
-437
-9% -$111K 0.13% 186
2023
Q4
$1.16M Sell
4,840
-93
-2% -$22.2K 0.14% 196
2023
Q3
$1M Sell
4,933
-401
-8% -$81.5K 0.21% 137
2023
Q2
$1.01M Sell
5,334
-932
-15% -$176K 0.19% 124
2023
Q1
$1.12M Buy
+6,266
New +$1.12M 0.21% 121