Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
8,419
-83
-1% -$5.85K 0.04% 195
2025
Q1
$623K Hold
8,502
0.04% 183
2024
Q4
$533K Hold
8,502
0.04% 189
2024
Q3
$561K Hold
8,502
0.04% 193
2024
Q2
$614K Hold
8,502
0.04% 179
2024
Q1
$570K Hold
8,502
0.04% 182
2023
Q4
$559K Sell
8,502
-78
-0.9% -$5.13K 0.04% 180
2023
Q3
$552K Hold
8,580
0.05% 176
2023
Q2
$518K Hold
8,580
0.04% 187
2023
Q1
$494K Buy
8,580
+78
+0.9% +$4.49K 0.04% 190
2022
Q4
$484K Sell
8,502
-848
-9% -$48.3K 0.04% 199
2022
Q3
$466K Hold
9,350
0.04% 198
2022
Q2
$489K Hold
9,350
0.04% 200
2022
Q1
$514K Buy
+9,350
New +$514K 0.04% 203