Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Hold
2,628
0.11% 147
2025
Q1
$386K Buy
2,628
+303
+13% +$44.5K 0.11% 139
2024
Q4
$300K Hold
2,325
0.09% 143
2024
Q3
$318K Hold
2,325
0.09% 138
2024
Q2
$238K Sell
2,325
-292
-11% -$29.8K 0.07% 147
2024
Q1
$232K Buy
2,617
+342
+15% +$30.3K 0.07% 158
2023
Q4
$208K Buy
+2,275
New +$208K 0.07% 163