Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.1K Hold
2,641
0.05% 176
2025
Q1
$102K Buy
2,641
+126
+5% +$4.88K 0.05% 174
2024
Q4
$85K Sell
2,515
-168
-6% -$5.68K 0.04% 190
2024
Q3
$110K Hold
2,683
0.05% 175
2024
Q2
$103K Sell
2,683
-245
-8% -$9.43K 0.05% 176
2024
Q1
$125K Hold
2,928
0.07% 160
2023
Q4
$109K Buy
2,928
+398
+16% +$14.7K 0.06% 168
2023
Q3
$91.7K Hold
2,530
0.06% 175
2023
Q2
$90K Buy
+2,530
New +$90K 0.05% 174