Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
+12,710
New +$328K 0.2% 108
2024
Q4
$251K Hold
12,238
0.16% 113
2024
Q3
$292K Sell
12,238
-33
-0.3% -$787 0.2% 96
2024
Q2
$253K Sell
12,271
-104
-0.8% -$2.14K 0.18% 102
2024
Q1
$1.16M Buy
12,375
+205
+2% +$19.3K 0.82% 35
2023
Q4
$1.32M Buy
+12,170
New +$1.32M 1.04% 27