Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
6,315
0.01% 598
2025
Q1
$298K Hold
6,315
0.01% 555
2024
Q4
$308K Hold
6,315
0.01% 544
2024
Q3
$345K Hold
6,315
0.01% 511
2024
Q2
$320K Hold
6,315
0.01% 513
2024
Q1
$365K Hold
6,315
0.02% 470
2023
Q4
$353K Sell
6,315
-270
-4% -$15.1K 0.02% 465
2023
Q3
$358K Sell
6,585
-353
-5% -$19.2K 0.02% 452
2023
Q2
$409K Buy
+6,938
New +$409K 0.02% 434