Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Hold
1,755
0.24% 57
2025
Q1
$368K Sell
1,755
-85
-5% -$17.8K 0.27% 52
2024
Q4
$327K Sell
1,840
-800
-30% -$142K 0.21% 53
2024
Q3
$521K Hold
2,640
0.37% 39
2024
Q2
$453K Hold
2,640
0.32% 41
2024
Q1
$481K Buy
2,640
+1,190
+82% +$217K 0.35% 43
2023
Q4
$225K Buy
+1,450
New +$225K 0.2% 64