Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Hold
14,429
0.13% 106
2025
Q1
$283K Hold
14,429
0.14% 107
2024
Q4
$226K Hold
14,429
0.1% 144
2024
Q3
$262K Hold
14,429
0.13% 140
2024
Q2
$247K Sell
14,429
-1,028
-7% -$17.6K 0.13% 130
2024
Q1
$255K Hold
15,457
0.13% 148
2023
Q4
$232K Hold
15,457
0.13% 140
2023
Q3
$204K Hold
15,457
0.13% 136
2023
Q2
$208K Hold
15,457
0.13% 138
2023
Q1
$183K Sell
15,457
-890
-5% -$10.6K 0.12% 144
2022
Q4
$199K Hold
16,347
0.14% 139
2022
Q3
$139K Buy
16,347
+6,114
+60% +$52K 0.11% 125
2022
Q2
$102K Buy
+10,233
New +$102K 0.08% 124