Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Hold
1,251
0.17% 98
2025
Q1
$390K Sell
1,251
-64
-5% -$19.9K 0.19% 89
2024
Q4
$343K Hold
1,315
0.17% 99
2024
Q3
$424K Sell
1,315
-204
-13% -$65.7K 0.21% 91
2024
Q2
$475K Hold
1,519
0.25% 80
2024
Q1
$432K Sell
1,519
-121
-7% -$34.4K 0.23% 88
2023
Q4
$472K Sell
1,640
-25
-2% -$7.2K 0.27% 79
2023
Q3
$447K Hold
1,665
0.28% 82
2023
Q2
$390K Buy
+1,665
New +$390K 0.23% 91