Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
3,005
-49
-2% -$5.73K 0.04% 202
2025
Q1
$312K Hold
3,054
0.04% 204
2024
Q4
$292K Hold
3,054
0.03% 205
2024
Q3
$289K Buy
3,054
+49
+2% +$4.64K 0.03% 206
2024
Q2
$280K Sell
3,005
-875
-23% -$81.6K 0.03% 199
2024
Q1
$337K Buy
3,880
+5
+0.1% +$435 0.04% 185
2023
Q4
$288K Hold
3,875
0.04% 191
2023
Q3
$243K Hold
3,875
0.04% 192
2023
Q2
$246K Hold
3,875
0.04% 191
2023
Q1
$218K Hold
3,875
0.03% 201
2022
Q4
$226K Buy
+3,875
New +$226K 0.04% 189