Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Hold
662
0.02% 136
2025
Q1
$172K Sell
662
-140
-17% -$36.3K 0.01% 142
2024
Q4
$324K Hold
802
0.02% 106
2024
Q3
$210K Hold
802
0.02% 118
2024
Q2
$159K Sell
802
-55
-6% -$10.9K 0.01% 138
2024
Q1
$151K Sell
857
-115
-12% -$20.2K 0.01% 151
2023
Q4
$242K Hold
972
0.02% 113
2023
Q3
$243K Buy
972
+375
+63% +$93.8K 0.02% 105
2023
Q2
$156K Hold
597
0.01% 138
2023
Q1
$124K Buy
+597
New +$124K 0.01% 144