Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Hold
2,833
0.31% 74
2025
Q1
$416K Hold
2,833
0.32% 70
2024
Q4
$366K Hold
2,833
0.27% 75
2024
Q3
$387K Sell
2,833
-170
-6% -$23.2K 0.29% 75
2024
Q2
$307K Sell
3,003
-589
-16% -$60.2K 0.25% 83
2024
Q1
$278K Buy
3,592
+216
+6% +$16.7K 0.24% 84
2023
Q4
$309K Sell
3,376
-204
-6% -$18.6K 0.28% 75
2023
Q3
$280K Hold
3,580
0.28% 77
2023
Q2
$300K Hold
3,580
0.28% 79
2023
Q1
$315K Sell
3,580
-179
-5% -$15.7K 0.31% 78
2022
Q4
$377K Buy
+3,759
New +$377K 0.37% 67