Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Hold
2,589
0.07% 157
2025
Q1
$252K Hold
2,589
0.07% 153
2024
Q4
$264K Sell
2,589
-23
-0.9% -$2.34K 0.08% 155
2024
Q3
$292K Hold
2,612
0.07% 147
2024
Q2
$249K Sell
2,612
-179
-6% -$17.1K 0.06% 160
2024
Q1
$247K Sell
2,791
-171
-6% -$15.2K 0.06% 146
2023
Q4
$244K Buy
+2,962
New +$244K 0.07% 146