Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-843
Closed -$76.8K 165
2025
Q1
$76.8K Hold
843
0.05% 147
2024
Q4
$97.1K Hold
843
0.07% 131
2024
Q3
$99.9K Hold
843
0.07% 134
2024
Q2
$116K Sell
843
-23
-3% -$3.17K 0.09% 109
2024
Q1
$98.8K Hold
866
0.08% 115
2023
Q4
$66.2K Hold
866
0.05% 134
2023
Q3
$59.7K Buy
+866
New +$59.7K 0.05% 136