Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
+189
New +$253K 0.12% 117
2025
Q1
Sell
-305
Closed -$272K 136
2024
Q4
$272K Hold
305
0.14% 111
2024
Q3
$216K Sell
305
-5
-2% -$3.55K 0.1% 124
2024
Q2
$209K Buy
+310
New +$209K 0.11% 122
2024
Q1
Sell
-588
Closed -$286K 128
2023
Q4
$286K Hold
588
0.16% 99
2023
Q3
$222K Hold
588
0.14% 110
2023
Q2
$259K Hold
588
0.15% 102
2023
Q1
$203K Buy
+588
New +$203K 0.13% 120