Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
4,577
+38
+0.8% +$5.79K 0.14% 114
2025
Q1
$667K Hold
4,539
0.14% 104
2024
Q4
$586K Sell
4,539
-149
-3% -$19.2K 0.12% 141
2024
Q3
$641K Sell
4,688
-460
-9% -$62.9K 0.15% 105
2024
Q2
$526K Sell
5,148
-1,846
-26% -$189K 0.13% 123
2024
Q1
$620K Sell
6,994
-919
-12% -$81.5K 0.15% 113
2023
Q4
$723K Buy
+7,913
New +$723K 0.17% 110