Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Hold
219
0.04% 201
2025
Q1
$149K Hold
219
0.04% 212
2024
Q4
$138K Sell
219
-8
-4% -$5.04K 0.04% 239
2024
Q3
$176K Sell
227
-6
-3% -$4.65K 0.05% 220
2024
Q2
$192K Sell
233
-12
-5% -$9.89K 0.06% 214
2024
Q1
$171K Sell
245
-33
-12% -$23.1K 0.06% 253
2023
Q4
$162K Sell
278
-224
-45% -$130K 0.06% 246
2023
Q3
$230K Hold
502
0.07% 222
2023
Q2
$243K Sell
502
-25
-5% -$12.1K 0.07% 220
2023
Q1
$210K Sell
527
-28
-5% -$11.2K 0.06% 239
2022
Q4
$209K Buy
+555
New +$209K 0.06% 238