Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Hold
30
0.03% 231
2025
Q1
$217K Hold
30
0.03% 217
2024
Q4
$245K Hold
30
0.04% 182
2024
Q3
$294K Hold
30
0.04% 154
2024
Q2
$228K Hold
30
0.03% 174
2024
Q1
$243K Hold
30
0.04% 151
2023
Q4
$210K Buy
+30
New +$210K 0.04% 157
2023
Q2
Sell
-38
Closed -$212K 161
2023
Q1
$212K Buy
+38
New +$212K 0.05% 121
2021
Q4
Sell
-5
Closed -$24K 503
2021
Q3
$24K Hold
5
0.01% 350
2021
Q2
$25K Buy
+5
New +$25K 0.01% 234