Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Hold
2,363
0.15% 139
2025
Q1
$313K Buy
2,363
+304
+15% +$40.3K 0.15% 139
2024
Q4
$233K Buy
2,059
+30
+1% +$3.39K 0.1% 165
2024
Q3
$231K Sell
2,029
-127
-6% -$14.5K 0.11% 157
2024
Q2
$224K Sell
2,156
-675
-24% -$70.1K 0.11% 152
2024
Q1
$322K Buy
2,831
+45
+2% +$5.12K 0.15% 132
2023
Q4
$307K Buy
+2,786
New +$307K 0.15% 137