Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Hold
20,799
0.07% 404
2025
Q1
$597K Sell
20,799
-263
-1% -$7.55K 0.08% 392
2024
Q4
$943K Sell
21,062
-6,776
-24% -$303K 0.12% 310
2024
Q3
$1.23M Buy
27,838
+7,394
+36% +$327K 0.15% 242
2024
Q2
$790K Hold
20,444
0.11% 319
2024
Q1
$1M Hold
20,444
0.12% 273
2023
Q4
$989K Sell
20,444
-7,292
-26% -$353K 0.13% 265
2023
Q3
$1.12M Sell
27,736
-723
-3% -$29.3K 0.16% 212
2023
Q2
$1.12M Buy
28,459
+8,069
+40% +$318K 0.15% 226
2023
Q1
$831K Hold
20,390
0.15% 235
2022
Q4
$676K Buy
+20,390
New +$676K 0.13% 267