Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+3,140
New +$223K 0.06% 180
2024
Q4
Sell
-2,357
Closed -$208K 182
2024
Q3
$208K Buy
+2,357
New +$208K 0.07% 171
2024
Q2
Sell
-2,265
Closed -$213K 180
2024
Q1
$213K Hold
2,265
0.09% 160
2023
Q4
$246K Hold
2,265
0.11% 131
2023
Q3
$217K Hold
2,265
0.11% 127
2023
Q2
$250K Hold
2,265
0.13% 117
2023
Q1
$278K Hold
2,265
0.15% 108
2022
Q4
$265K Buy
+2,265
New +$265K 0.16% 104
2022
Q3
Sell
-2,265
Closed -$231K 119
2022
Q2
$231K Hold
2,265
0.15% 105
2022
Q1
$305K Hold
2,265
0.17% 97
2021
Q4
$378K Buy
+2,265
New +$378K 0.2% 85