Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
1,286
-45
-3% -$9.43K 0.05% 107
2025
Q1
$227K Hold
1,331
0.04% 117
2024
Q4
$236K Hold
1,331
0.05% 107
2024
Q3
$202K Hold
1,331
0.04% 125
2024
Q2
$242K Hold
1,331
0.04% 108
2024
Q1
$257K Hold
1,331
0.05% 104
2023
Q4
$347K Hold
1,331
0.07% 83
2023
Q3
$255K Sell
1,331
-655
-33% -$126K 0.05% 101
2023
Q2
$419K Hold
1,986
0.09% 78
2023
Q1
$422K Buy
+1,986
New +$422K 0.1% 75