Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$668K Sell
2,543
-137
-5% -$36K 0.39% 80
2025
Q1
$624K Hold
2,680
0.39% 81
2024
Q4
$615K Sell
2,680
-234
-8% -$53.7K 0.37% 84
2024
Q3
$651K Hold
2,914
0.38% 83
2024
Q2
$593K Buy
2,914
+3
+0.1% +$611 0.37% 85
2024
Q1
$636K Hold
2,911
0.4% 82
2023
Q4
$662K Hold
2,911
0.45% 77
2023
Q3
$585K Sell
2,911
-134
-4% -$26.9K 0.43% 78
2023
Q2
$631K Buy
3,045
+17
+0.6% +$3.53K 0.47% 69
2023
Q1
$597K Hold
3,028
0.47% 74
2022
Q4
$633K Buy
+3,028
New +$633K 0.52% 67