Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Hold
4,444
0.24% 44
2025
Q1
$362K Buy
4,444
+24
+0.5% +$1.96K 0.26% 40
2024
Q4
$323K Sell
4,420
-1,068
-19% -$78K 0.24% 44
2024
Q3
$326K Sell
5,488
-3,300
-38% -$196K 0.24% 40
2024
Q2
$449K Buy
+8,788
New +$449K 0.36% 32
2023
Q3
$432K Hold
8,788
0.4% 33
2023
Q2
$419K Buy
+8,788
New +$419K 0.21% 49