Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Hold
611
0.06% 101
2025
Q1
$152K Hold
611
0.05% 103
2024
Q4
$134K Hold
611
0.05% 107
2024
Q3
$135K Hold
611
0.05% 100
2024
Q2
$106K Hold
611
0.04% 108
2024
Q1
$117K Buy
+611
New +$117K 0.05% 103
2023
Q4
Sell
-2,560
Closed -$359K 109
2023
Q3
$359K Sell
2,560
-1,551
-38% -$218K 0.16% 81
2023
Q2
$550K Sell
4,111
-3,532
-46% -$473K 0.26% 72
2023
Q1
$1M Buy
+7,643
New +$1M 0.45% 61