Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Hold
16,951
0.06% 141
2025
Q1
$406K Sell
16,951
-9,999
-37% -$240K 0.07% 129
2024
Q4
$575K Sell
26,950
-795
-3% -$17K 0.09% 106
2024
Q3
$642K Hold
27,745
0.11% 97
2024
Q2
$504K Hold
27,745
0.09% 106
2024
Q1
$595K Hold
27,745
0.11% 98
2023
Q4
$597K Hold
27,745
0.11% 93
2023
Q3
$557K Buy
+27,745
New +$557K 0.12% 87