Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
1,442
+121
+9% +$27K 0.05% 177
2025
Q1
$272K Buy
1,321
+49
+4% +$10.1K 0.05% 191
2024
Q4
$232K Hold
1,272
0.04% 210
2024
Q3
$262K Sell
1,272
-208
-14% -$42.8K 0.05% 195
2024
Q2
$259K Sell
1,480
-28
-2% -$4.9K 0.06% 192
2024
Q1
$259K Buy
1,508
+116
+8% +$19.9K 0.06% 196
2023
Q4
$210K Buy
+1,392
New +$210K 0.06% 224