Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Hold
3,952
0.12% 83
2025
Q1
$392K Sell
3,952
-50
-1% -$4.96K 0.14% 69
2024
Q4
$402K Hold
4,002
0.15% 66
2024
Q3
$365K Hold
4,002
0.14% 72
2024
Q2
$326K Sell
4,002
-44
-1% -$3.59K 0.3% 71
2024
Q1
$324K Sell
4,046
-166
-4% -$13.3K 0.14% 71
2023
Q4
$296K Sell
4,212
-75
-2% -$5.27K 0.14% 70
2023
Q3
$272K Buy
+4,287
New +$272K 0.14% 65