Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$961K Hold
13,647
0.02% 109
2025
Q1
$1M Sell
13,647
-410
-3% -$30K 0.02% 108
2024
Q4
$881K Sell
14,057
-600
-4% -$37.6K 0.02% 113
2024
Q3
$967K Hold
14,657
0.02% 110
2024
Q2
$1.06M Hold
14,657
0.02% 105
2024
Q1
$983K Hold
14,657
0.02% 111
2023
Q4
$964K Sell
14,657
-100
-0.7% -$6.58K 0.02% 108
2023
Q3
$950K Hold
14,757
0.02% 101
2023
Q2
$891K Sell
14,757
-1,000
-6% -$60.4K 0.02% 109
2023
Q1
$907K Sell
15,757
-580
-4% -$33.4K 0.03% 106
2022
Q4
$930K Hold
16,337
0.03% 109
2022
Q3
$813K Sell
16,337
-1,450
-8% -$72.2K 0.03% 110
2022
Q2
$930K Sell
17,787
-9,899
-36% -$518K 0.03% 111
2022
Q1
$1.52M Buy
+27,686
New +$1.52M 0.04% 100