Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Hold
1,266
0.02% 120
2025
Q1
$210K Hold
1,266
0.02% 129
2024
Q4
$250K Buy
1,266
+35
+3% +$6.91K 0.02% 112
2024
Q3
$214K Sell
1,231
-433
-26% -$75.2K 0.02% 117
2024
Q2
$289K Hold
1,664
0.02% 106
2024
Q1
$226K Hold
1,664
0.02% 125
2023
Q4
$173K Hold
1,664
0.02% 133
2023
Q3
$145K Buy
1,664
+65
+4% +$5.65K 0.01% 136
2023
Q2
$161K Hold
1,599
0.01% 136
2023
Q1
$149K Buy
+1,599
New +$149K 0.01% 133