Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Hold
605
0.02% 380
2025
Q1
$241K Hold
605
0.02% 347
2024
Q4
$217K Sell
605
-30
-5% -$10.8K 0.02% 363
2024
Q3
$220K Buy
+635
New +$220K 0.02% 354
2024
Q2
Sell
-630
Closed -$210K 385
2024
Q1
$210K Buy
+630
New +$210K 0.02% 323
2023
Q4
Sell
-630
Closed -$204K 329
2023
Q3
$204K Sell
630
-25
-4% -$8.11K 0.03% 286
2023
Q2
$226K Hold
655
0.03% 256
2023
Q1
$207K Buy
+655
New +$207K 0.03% 264
2022
Q4
Sell
-755
Closed -$202K 274
2022
Q3
$202K Hold
755
0.04% 249
2022
Q2
$203K Hold
755
0.04% 273
2022
Q1
$218K Buy
+755
New +$218K 0.03% 288