Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$543K Sell
7,826
-214
-3% -$14.8K 0.19% 95
2025
Q1
$496K Sell
8,040
-1,034
-11% -$63.8K 0.21% 95
2024
Q4
$537K Hold
9,074
0.22% 92
2024
Q3
$483K Hold
9,074
0.24% 85
2024
Q2
$418K Hold
9,074
0.2% 101
2024
Q1
$453K Sell
9,074
-110
-1% -$5.49K 0.22% 101
2023
Q4
$464K Buy
+9,184
New +$464K 0.29% 79