Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Hold
3,383
0.02% 266
2025
Q1
$254K Sell
3,383
-200
-6% -$15K 0.02% 250
2024
Q4
$274K Hold
3,583
0.02% 248
2024
Q3
$280K Hold
3,583
0.02% 249
2024
Q2
$256K Sell
3,583
-114
-3% -$8.14K 0.02% 252
2024
Q1
$300K Buy
3,697
+14
+0.4% +$1.14K 0.02% 235
2023
Q4
$269K Hold
3,683
0.02% 240
2023
Q3
$243K Buy
+3,683
New +$243K 0.02% 247