Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Hold
4,575
0.02% 683
2025
Q1
$430K Buy
+4,575
New +$430K 0.01% 738
2024
Q4
Sell
-5,969
Closed -$598K 1245
2024
Q3
$598K Hold
5,969
0.02% 628
2024
Q2
$646K Hold
5,969
0.02% 573
2024
Q1
$744K Buy
5,969
+1,103
+23% +$137K 0.03% 511
2023
Q4
$528K Hold
4,866
0.02% 646
2023
Q3
$464K Buy
+4,866
New +$464K 0.02% 661