Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
3,267
0.08% 162
2025
Q1
$212K Sell
3,267
-118
-3% -$7.64K 0.07% 168
2024
Q4
$256K Hold
3,385
0.08% 164
2024
Q3
$302K Hold
3,385
0.08% 164
2024
Q2
$260K Sell
3,385
-700
-17% -$53.8K 0.08% 179
2024
Q1
$378K Hold
4,085
0.11% 159
2023
Q4
$444K Sell
4,085
-108
-3% -$11.7K 0.15% 171
2023
Q3
$396K Buy
+4,193
New +$396K 0.14% 180