Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Hold
2,528
0.06% 66
2025
Q1
$264K Hold
2,528
0.08% 53
2024
Q4
$342K Sell
2,528
-50
-2% -$6.76K 0.1% 46
2024
Q3
$402K Sell
2,578
-48
-2% -$7.48K 0.12% 41
2024
Q2
$389K Hold
2,626
0.12% 40
2024
Q1
$428K Sell
2,626
-600
-19% -$97.9K 0.13% 39
2023
Q4
$466K Buy
+3,226
New +$466K 0.15% 39