Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Hold
14,132
0.05% 245
2025
Q1
$142K Hold
14,132
0.06% 229
2024
Q4
$140K Buy
14,132
+3,332
+31% +$33K 0.09% 153
2024
Q3
$114K Hold
10,800
0.05% 261
2024
Q2
$135K Hold
10,800
0.07% 193
2024
Q1
$143K Hold
10,800
0.07% 187
2023
Q4
$132K Hold
10,800
0.07% 190
2023
Q3
$134K Hold
10,800
0.08% 161
2023
Q2
$163K Hold
10,800
0.09% 134
2023
Q1
$136K Hold
10,800
0.08% 158
2022
Q4
$126K Hold
10,800
0.08% 168
2022
Q3
$121K Buy
+10,800
New +$121K 0.08% 158