Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
4,051
+27
+0.7% +$2.85K 0.08% 146
2025
Q1
$447K Hold
4,024
0.08% 143
2024
Q4
$416K Sell
4,024
-802
-17% -$83K 0.1% 115
2024
Q3
$540K Buy
4,826
+802
+20% +$89.7K 0.14% 97
2024
Q2
$359K Hold
4,024
0.1% 125
2024
Q1
$345K Sell
4,024
-1
-0% -$86 0.1% 130
2023
Q4
$332K Buy
4,025
+1
+0% +$82 0.09% 128
2023
Q3
$309K Hold
4,024
0.1% 145
2023
Q2
$281K Hold
4,024
0.08% 173
2023
Q1
$260K Hold
4,024
0.08% 169
2022
Q4
$289K Sell
4,024
-486
-11% -$35K 0.1% 140
2022
Q3
$253K Hold
4,510
0.08% 154
2022
Q2
$249K Hold
4,510
0.08% 165
2022
Q1
$290K Hold
4,510
0.08% 163
2021
Q4
$263K Buy
+4,510
New +$263K 0.04% 211