Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$868K Hold
1,849
0.05% 146
2025
Q1
$861K Sell
1,849
-50
-3% -$23.3K 0.05% 134
2024
Q4
$795K Hold
1,899
0.04% 148
2024
Q3
$906K Hold
1,899
0.04% 149
2024
Q2
$833K Sell
1,899
-175
-8% -$76.8K 0.04% 144
2024
Q1
$963K Buy
+2,074
New +$963K 0.05% 141
2021
Q4
Sell
-1,564
Closed -$459K 264
2021
Q3
$459K Buy
+1,564
New +$459K 0.03% 200