Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Hold
16,512
0.04% 93
2025
Q1
$558K Hold
16,512
0.04% 88
2024
Q4
$488K Hold
16,512
0.04% 88
2024
Q3
$518K Hold
16,512
0.04% 92
2024
Q2
$596K Sell
16,512
-1,764
-10% -$63.7K 0.05% 89
2024
Q1
$689K Hold
18,276
0.06% 88
2023
Q4
$647K Hold
18,276
0.06% 90
2023
Q3
$708K Hold
18,276
0.07% 88
2023
Q2
$645K Buy
18,276
+3,066
+20% +$108K 0.06% 88
2023
Q1
$577K Sell
15,210
-3,066
-17% -$116K 0.06% 92
2022
Q4
$638K Hold
18,276
0.07% 84
2022
Q3
$522K Sell
18,276
-2,338
-11% -$66.8K 0.06% 88
2022
Q2
$584K Sell
20,614
-938
-4% -$26.6K 0.06% 87
2022
Q1
$634K Buy
21,552
+2,500
+13% +$73.5K 0.06% 91
2021
Q4
$507K Buy
+19,052
New +$507K 0.05% 84