Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Hold
737
0.02% 223
2025
Q1
$225K Hold
737
0.02% 217
2024
Q4
$245K Hold
737
0.02% 215
2024
Q3
$246K Hold
737
0.02% 216
2024
Q2
$304K Sell
737
-130
-15% -$53.5K 0.03% 181
2024
Q1
$350K Sell
867
-166
-16% -$67.1K 0.04% 82
2023
Q4
$317K Sell
1,033
-5
-0.5% -$1.53K 0.04% 90
2023
Q3
$251K Hold
1,038
0.05% 85
2023
Q2
$249K Buy
+1,038
New +$249K 0.04% 82