Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
868
-100
-10% -$29K 0.03% 131
2025
Q1
$292K Hold
968
0.04% 123
2024
Q4
$267K Hold
968
0.04% 127
2024
Q3
$279K Hold
968
0.04% 125
2024
Q2
$247K Hold
968
0.04% 125
2024
Q1
$251K Hold
968
0.04% 118
2023
Q4
$219K Hold
968
0.03% 124
2023
Q3
$202K Buy
+968
New +$202K 0.03% 121
2023
Q1
Sell
-968
Closed -$214K 127
2022
Q4
$214K Buy
+968
New +$214K 0.04% 118