Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
807
0.03% 196
2025
Q1
$266K Sell
807
-5
-0.6% -$1.65K 0.03% 195
2024
Q4
$224K Hold
812
0.03% 212
2024
Q3
$281K Sell
812
-10
-1% -$3.46K 0.04% 186
2024
Q2
$272K Buy
822
+10
+1% +$3.31K 0.04% 181
2024
Q1
$295K Hold
812
0.04% 172
2023
Q4
$243K Buy
812
+5
+0.6% +$1.5K 0.04% 173
2023
Q3
$231K Sell
807
-14
-2% -$4.01K 0.05% 148
2023
Q2
$230K Hold
821
0.04% 157
2023
Q1
$210K Hold
821
0.04% 163
2022
Q4
$272K Hold
821
0.06% 141
2022
Q3
$228K Sell
821
-4
-0.5% -$1.11K 0.05% 153
2022
Q2
$217K Buy
+825
New +$217K 0.04% 158