Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Hold
42,132
0.01% 258
2025
Q1
$567K Buy
42,132
+5,297
+14% +$71.2K 0.01% 254
2024
Q4
$544K Sell
36,835
-3,431
-9% -$50.7K 0.01% 225
2024
Q3
$568K Sell
40,266
-2,180
-5% -$30.8K 0.01% 235
2024
Q2
$581K Hold
42,446
0.02% 236
2024
Q1
$598K Hold
42,446
0.02% 241
2023
Q4
$584K Buy
42,446
+1,530
+4% +$21.1K 0.02% 225
2023
Q3
$441K Hold
40,916
0.02% 222
2023
Q2
$468K Buy
+40,916
New +$468K 0.02% 251