Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Hold
1,501
0.02% 351
2025
Q1
$403K Sell
1,501
-200
-12% -$53.7K 0.02% 352
2024
Q4
$419K Buy
1,701
+70
+4% +$17.2K 0.02% 347
2024
Q3
$374K Buy
1,631
+290
+22% +$66.4K 0.02% 362
2024
Q2
$270K Buy
1,341
+40
+3% +$8.07K 0.01% 390
2024
Q1
$254K Sell
1,301
-115
-8% -$22.4K 0.01% 401
2023
Q4
$219K Buy
+1,416
New +$219K 0.01% 404