Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$708K Hold
4,230
0.19% 41
2024
Q4
$613K Buy
4,230
+1,721
+69% +$249K 0.15% 44
2024
Q3
$370K Buy
2,509
+38
+2% +$5.6K 0.09% 69
2024
Q2
$387K Hold
2,471
0.1% 61
2024
Q1
$390K Buy
2,471
+1
+0% +$158 0.11% 55
2023
Q4
$368K Sell
2,470
-2
-0.1% -$298 0.11% 54
2023
Q3
$417K Buy
2,472
+405
+20% +$68.3K 0.15% 48
2023
Q2
$325K Sell
2,067
-5
-0.2% -$787 0.12% 59
2023
Q1
$338K Hold
2,072
0.13% 55
2022
Q4
$372K Buy
2,072
+2
+0.1% +$359 0.17% 53
2022
Q3
$297K Hold
2,070
0.16% 55
2022
Q2
$300K Sell
2,070
-1
-0% -$145 0.15% 59
2022
Q1
$337K Sell
2,071
-3
-0.1% -$488 0.19% 53
2021
Q4
$243K Buy
+2,074
New +$243K 0.13% 63