Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Hold
2,629
0.04% 492
2025
Q1
$283K Sell
2,629
-257
-9% -$27.6K 0.04% 494
2024
Q4
$378K Hold
2,886
0.05% 477
2024
Q3
$310K Hold
2,886
0.04% 507
2024
Q2
$306K Buy
2,886
+12
+0.4% +$1.27K 0.04% 488
2024
Q1
$351K Buy
2,874
+24
+0.8% +$2.93K 0.04% 493
2023
Q4
$250K Sell
2,850
-5,365
-65% -$470K 0.03% 506
2023
Q3
$613K Buy
+8,215
New +$613K 0.09% 348