Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Hold
1,823
0.08% 170
2025
Q1
$639K Buy
1,823
+16
+0.9% +$5.61K 0.09% 163
2024
Q4
$571K Hold
1,807
0.07% 171
2024
Q3
$497K Hold
1,807
0.06% 183
2024
Q2
$474K Sell
1,807
-50
-3% -$13.1K 0.06% 186
2024
Q1
$518K Buy
1,857
+725
+64% +$202K 0.07% 174
2023
Q4
$295K Hold
1,132
0.05% 201
2023
Q3
$260K Sell
1,132
-6
-0.5% -$1.38K 0.04% 200
2023
Q2
$270K Buy
1,138
+98
+9% +$23.3K 0.05% 189
2023
Q1
$234K Buy
+1,040
New +$234K 0.05% 192