Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Hold
2,981
0.1% 69
2025
Q1
$438K Hold
2,981
0.1% 69
2024
Q4
$385K Buy
2,981
+6
+0.2% +$775 0.08% 75
2024
Q3
$407K Hold
2,975
0.08% 76
2024
Q2
$304K Sell
2,975
-583
-16% -$59.6K 0.07% 85
2024
Q1
$316K Hold
3,558
0.07% 83
2023
Q4
$325K Hold
3,558
0.08% 84
2023
Q3
$279K Sell
3,558
-230
-6% -$18K 0.08% 81
2023
Q2
$317K Hold
3,788
0.09% 84
2023
Q1
$333K Sell
3,788
-193
-5% -$17K 0.1% 82
2022
Q4
$399K Buy
3,981
+230
+6% +$23.1K 0.13% 72
2022
Q3
$347K Hold
3,751
0.12% 78
2022
Q2
$406K Buy
3,751
+45
+1% +$4.87K 0.13% 72
2022
Q1
$461K Sell
3,706
-138
-4% -$17.2K 0.13% 69
2021
Q4
$571K Buy
+3,844
New +$571K 0.15% 59