Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
2,153
+100
+5% +$15.2K 0.08% 56
2025
Q1
$302K Hold
2,053
0.09% 49
2024
Q4
$265K Sell
2,053
-203
-9% -$26.2K 0.08% 52
2024
Q3
$308K Buy
2,256
+52
+2% +$7.11K 0.09% 46
2024
Q2
$225K Sell
2,204
-439
-17% -$44.9K 0.07% 52
2024
Q1
$219K Buy
2,643
+7
+0.3% +$579 0.07% 54
2023
Q4
$207K Buy
+2,636
New +$207K 0.07% 55