Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
870
-4
-0.5% -$1.16K 0.12% 188
2025
Q1
$264K Sell
874
-84
-9% -$25.4K 0.16% 124
2024
Q4
$265K Hold
958
0.17% 100
2024
Q3
$276K Hold
958
0.18% 99
2024
Q2
$244K Hold
958
0.17% 101
2024
Q1
$248K Hold
958
0.19% 98
2023
Q4
$217K Buy
+958
New +$217K 0.18% 102