Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Hold
363
0.09% 58
2025
Q1
$343K Buy
363
+12
+3% +$11.4K 0.1% 55
2024
Q4
$322K Sell
351
-150
-30% -$137K 0.09% 59
2024
Q3
$444K Hold
501
0.13% 53
2024
Q2
$426K Hold
501
0.13% 53
2024
Q1
$367K Buy
501
+50
+11% +$36.6K 0.12% 56
2023
Q4
$298K Hold
451
0.1% 57
2023
Q3
$255K Hold
451
0.09% 61
2023
Q2
$243K Hold
451
0.09% 62
2023
Q1
$224K Hold
451
0.09% 64
2022
Q4
$206K Buy
+451
New +$206K 0.09% 67