Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Hold
7,441
0.02% 584
2025
Q1
$567K Hold
7,441
0.02% 631
2024
Q4
$563K Hold
7,441
0.02% 639
2024
Q3
$509K Hold
7,441
0.02% 692
2024
Q2
$493K Hold
7,441
0.02% 667
2024
Q1
$463K Sell
7,441
-1,407
-16% -$87.5K 0.02% 674
2023
Q4
$455K Buy
8,848
+1,071
+14% +$55.1K 0.02% 695
2023
Q3
$422K Buy
7,777
+4,264
+121% +$231K 0.02% 703
2023
Q2
$212K Hold
3,513
0.01% 831
2023
Q1
$214K Hold
3,513
0.01% 861
2022
Q4
$201K Hold
3,513
0.01% 926
2022
Q3
$162K Buy
+3,513
New +$162K 0.01% 989