Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Hold
3,639
0.15% 71
2025
Q1
$361K Sell
3,639
-100
-3% -$9.92K 0.13% 102
2024
Q4
$375K Sell
3,739
-110
-3% -$11K 0.14% 98
2024
Q3
$351K Sell
3,849
-100
-3% -$9.11K 0.14% 91
2024
Q2
$322K Buy
3,949
+100
+3% +$8.16K 0.14% 90
2024
Q1
$309K Sell
3,849
-190
-5% -$15.2K 0.15% 86
2023
Q4
$284K Hold
4,039
0.16% 83
2023
Q3
$256K Buy
+4,039
New +$256K 0.17% 81