Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$635K Hold
7,865
0.04% 210
2025
Q1
$641K Sell
7,865
-162
-2% -$13.2K 0.05% 199
2024
Q4
$586K Hold
8,027
0.04% 206
2024
Q3
$477K Hold
8,027
0.03% 223
2024
Q2
$410K Hold
8,027
0.03% 208
2024
Q1
$431K Hold
8,027
0.03% 235
2023
Q4
$363K Hold
8,027
0.03% 255
2023
Q3
$395K Hold
8,027
0.03% 241
2023
Q2
$383K Hold
8,027
0.03% 249
2023
Q1
$318K Sell
8,027
-852
-10% -$33.7K 0.03% 266
2022
Q4
$364K Hold
8,879
0.03% 256
2022
Q3
$345K Buy
+8,879
New +$345K 0.04% 249