Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$751K Hold
14,319
0.04% 184
2025
Q1
$679K Hold
14,319
0.04% 198
2024
Q4
$900K Sell
14,319
-5,612
-28% -$353K 0.06% 135
2024
Q3
$1.15M Hold
19,931
0.08% 112
2024
Q2
$826K Hold
19,931
0.06% 137
2024
Q1
$891K Sell
19,931
-1,800
-8% -$80.5K 0.06% 134
2023
Q4
$938K Buy
+21,731
New +$938K 0.08% 132