Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Hold
2,805
0.02% 436
2025
Q1
$355K Sell
2,805
-1,800
-39% -$228K 0.02% 423
2024
Q4
$325K Hold
4,605
0.02% 450
2024
Q3
$325K Hold
4,605
0.02% 492
2024
Q2
$325K Sell
4,605
-1,914
-29% -$135K 0.02% 468
2024
Q1
$411K Hold
6,519
0.02% 427
2023
Q4
$387K Hold
6,519
0.02% 413
2023
Q3
$294K Hold
6,519
0.02% 429
2023
Q2
$243K Hold
6,519
0.02% 451
2023
Q1
$254K Buy
+6,519
New +$254K 0.02% 423