Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Hold
3,792
0.13% 35
2025
Q1
$265K Sell
3,792
-4,000
-51% -$279K 0.12% 33
2024
Q4
$477K Sell
7,792
-2,792
-26% -$171K 0.23% 26
2024
Q3
$627K Hold
10,584
0.31% 23
2024
Q2
$602K Hold
10,584
0.33% 23
2024
Q1
$653K Hold
10,584
0.37% 23
2023
Q4
$505K Sell
10,584
-174
-2% -$8.3K 0.32% 23
2023
Q3
$375K Buy
+10,758
New +$375K 0.3% 23
2023
Q1
$280K Buy
+10,758
New +$280K 0.27% 24