Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
12,393
0.03% 64
2025
Q1
$281K Buy
12,393
+1,000
+9% +$22.7K 0.03% 59
2024
Q4
$228K Hold
11,393
0.02% 65
2024
Q3
$267K Hold
11,393
0.03% 60
2024
Q2
$353K Hold
11,393
0.03% 58
2024
Q1
$503K Hold
11,393
0.04% 48
2023
Q4
$572K Hold
11,393
0.05% 45
2023
Q3
$405K Sell
11,393
-1,000
-8% -$35.6K 0.04% 45
2023
Q2
$414K Sell
12,393
-150
-1% -$5.02K 0.04% 49
2023
Q1
$410K Sell
12,543
-18
-0.1% -$588 0.04% 46
2022
Q4
$332K Buy
+12,561
New +$332K 0.03% 51