Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Hold
1,459
0.03% 19
2025
Q1
$162K Hold
1,459
0.03% 20
2024
Q4
$151K Hold
1,459
0.03% 17
2024
Q3
$153K Hold
1,459
0.03% 21
2024
Q2
$130K Hold
1,459
0.03% 20
2024
Q1
$125K Hold
1,459
0.03% 21
2023
Q4
$120K Sell
1,459
-38
-3% -$3.14K 0.03% 20
2023
Q3
$115K Hold
1,497
0.03% 23
2023
Q2
$104K Sell
1,497
-106
-7% -$7.4K 0.01% 24
2023
Q1
$103K Hold
1,603
0.01% 24
2022
Q4
$115K Hold
1,603
0.02% 23
2022
Q3
$90K Hold
1,603
0.01% 22
2022
Q2
$89K Sell
1,603
-137
-8% -$7.61K 0.01% 25
2022
Q1
$112K Buy
+1,740
New +$112K 0.01% 26