Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
2,025
-209
-9% -$32.8K 0.06% 127
2025
Q1
$289K Hold
2,234
0.06% 137
2024
Q4
$319K Hold
2,234
0.07% 129
2024
Q3
$334K Hold
2,234
0.07% 121
2024
Q2
$289K Hold
2,234
0.07% 123
2024
Q1
$304K Hold
2,234
0.08% 111
2023
Q4
$267K Buy
+2,234
New +$267K 0.07% 116