Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
171
+29
+20% +$214K 0.04% 130
2025
Q1
$1.03M Hold
142
0.04% 132
2024
Q4
$1.16M Hold
142
0.04% 108
2024
Q3
$1.39M Sell
142
-2
-1% -$19.6K 0.05% 100
2024
Q2
$1.09M Buy
144
+1
+0.7% +$7.59K 0.05% 84
2024
Q1
$1.16M Hold
143
0.05% 69
2023
Q4
$1M Hold
143
0.05% 64
2023
Q3
$853K Hold
143
0.04% 67
2023
Q2
$908K Sell
143
-6
-4% -$38.1K 0.04% 60
2023
Q1
$830K Hold
149
0.09% 67
2022
Q4
$687K Buy
+149
New +$687K 0.08% 76