Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Hold
5,312
0.22% 52
2025
Q1
$507K Hold
5,312
0.18% 56
2024
Q4
$565K Sell
5,312
-55
-1% -$5.85K 0.22% 52
2024
Q3
$430K Sell
5,367
-407
-7% -$32.6K 0.16% 63
2024
Q2
$381K Sell
5,774
-160
-3% -$10.6K 0.35% 62
2024
Q1
$458K Hold
5,934
0.19% 53
2023
Q4
$462K Hold
5,934
0.22% 53
2023
Q3
$324K Sell
5,934
-206
-3% -$11.2K 0.16% 59
2023
Q2
$397K Buy
6,140
+38
+0.6% +$2.46K 0.19% 56
2023
Q1
$293K Buy
6,102
+255
+4% +$12.2K 0.15% 75
2022
Q4
$203K Buy
+5,847
New +$203K 0.11% 88