Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
984
+42
+4% +$15K 0.02% 217
2025
Q1
$256K Buy
942
+84
+10% +$22.8K 0.02% 241
2024
Q4
$285K Hold
858
0.02% 215
2024
Q3
$284K Hold
858
0.02% 195
2024
Q2
$269K Sell
858
-32
-4% -$10K 0.02% 189
2024
Q1
$279K Sell
890
-87
-9% -$27.3K 0.02% 187
2023
Q4
$235K Buy
+977
New +$235K 0.02% 238