Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
1,011
+280
+38% +$99.9K 0.07% 161
2025
Q1
$292K Hold
731
0.05% 197
2024
Q4
$263K Buy
731
+91
+14% +$32.7K 0.06% 158
2024
Q3
$221K Sell
640
-73
-10% -$25.3K 0.06% 172
2024
Q2
$209K Hold
713
0.06% 185
2024
Q1
$238K Sell
713
-16
-2% -$5.34K 0.07% 171
2023
Q4
$212K Buy
729
+2
+0.3% +$582 0.05% 182
2023
Q3
$236K Hold
727
0.07% 173
2023
Q2
$251K Hold
727
0.07% 183
2023
Q1
$229K Buy
+727
New +$229K 0.07% 173