Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Hold
3,613
0.03% 313
2025
Q1
$265K Hold
3,613
0.03% 292
2024
Q4
$226K Hold
3,613
0.03% 321
2024
Q3
$238K Hold
3,613
0.03% 305
2024
Q2
$261K Sell
3,613
-100
-3% -$7.22K 0.04% 278
2024
Q1
$249K Hold
3,713
0.03% 286
2023
Q4
$244K Hold
3,713
0.03% 263
2023
Q3
$239K Hold
3,713
0.04% 259
2023
Q2
$224K Sell
3,713
-100
-3% -$6.04K 0.02% 270
2023
Q1
$219K Hold
3,813
0.03% 264
2022
Q4
$217K Buy
+3,813
New +$217K 0.03% 269
2022
Q3
Sell
-3,938
Closed -$206K 325
2022
Q2
$206K Hold
3,938
0.03% 282
2022
Q1
$216K Buy
+3,938
New +$216K 0.03% 302