Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Hold
8,745
0.17% 130
2025
Q1
$1.13M Hold
8,745
0.15% 146
2024
Q4
$1.25M Sell
8,745
-250
-3% -$35.7K 0.16% 140
2024
Q3
$1.34M Hold
8,995
0.17% 138
2024
Q2
$1.16M Hold
8,995
0.16% 141
2024
Q1
$1.22M Hold
8,995
0.17% 141
2023
Q4
$1.07M Sell
8,995
-350
-4% -$41.8K 0.16% 143
2023
Q3
$915K Hold
9,345
0.14% 155
2023
Q2
$871K Sell
9,345
-100
-1% -$9.32K 0.13% 156
2023
Q1
$815K Hold
9,445
0.13% 158
2022
Q4
$766K Hold
9,445
0.12% 161
2022
Q3
$617K Buy
+9,445
New +$617K 0.1% 175