Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Hold
3,413
0.18% 51
2025
Q1
$249K Sell
3,413
-1,177
-26% -$85.8K 0.15% 54
2024
Q4
$277K Hold
4,590
0.18% 51
2024
Q3
$345K Hold
4,590
0.23% 46
2024
Q2
$334K Buy
4,590
+500
+12% +$36.3K 0.24% 47
2024
Q1
$315K Buy
4,090
+100
+3% +$7.7K 0.23% 45
2023
Q4
$246K Buy
+3,990
New +$246K 0.19% 51