Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$753K Hold
34,015
0.01% 718
2025
Q1
$781K Hold
34,015
0.01% 707
2024
Q4
$788K Hold
34,015
0.01% 737
2024
Q3
$1.18M Hold
34,015
0.01% 697
2024
Q2
$1.1M Sell
34,015
-1,700
-5% -$55.1K 0.01% 699
2024
Q1
$1.21M Hold
35,715
0.01% 709
2023
Q4
$1.41M Hold
35,715
0.02% 660
2023
Q3
$1.37M Hold
35,715
0.02% 633
2023
Q2
$1.63M Sell
35,715
-2,100
-6% -$95.9K 0.02% 599
2023
Q1
$1.69M Buy
+37,815
New +$1.69M 0.02% 584