Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Hold
790
0.03% 390
2025
Q1
$315K Sell
790
-6
-0.8% -$2.4K 0.04% 342
2024
Q4
$286K Hold
796
0.04% 305
2024
Q3
$275K Buy
796
+6
+0.8% +$2.08K 0.03% 308
2024
Q2
$232K Hold
790
0.03% 302
2024
Q1
$264K Sell
790
-5
-0.6% -$1.67K 0.04% 264
2023
Q4
$231K Hold
795
0.03% 270
2023
Q3
$258K Hold
795
0.05% 223
2023
Q2
$274K Buy
795
+5
+0.6% +$1.73K 0.05% 183
2023
Q1
$249K Hold
790
0.06% 156
2022
Q4
$237K Buy
+790
New +$237K 0.06% 138