Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Hold
4,448
0.11% 29
2025
Q1
$280K Buy
4,448
+5
+0.1% +$315 0.1% 30
2024
Q4
$253K Buy
4,443
+217
+5% +$12.4K 0.1% 30
2024
Q3
$248K Sell
4,226
-75
-2% -$4.41K 0.09% 30
2024
Q2
$232K Hold
4,301
0.09% 29
2024
Q1
$248K Hold
4,301
0.1% 30
2023
Q4
$206K Hold
4,301
0.09% 33
2023
Q3
$220K Hold
4,301
0.09% 25
2023
Q2
$246K Buy
+4,301
New +$246K 0.1% 21