Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
258
+1
+0.4% +$469 0.02% 240
2025
Q1
$120K Hold
257
0.03% 238
2024
Q4
$108K Hold
257
0.02% 257
2024
Q3
$123K Hold
257
0.03% 231
2024
Q2
$113K Hold
257
0.03% 235
2024
Q1
$119K Sell
257
-40
-13% -$18.6K 0.03% 197
2023
Q4
$122K Buy
+297
New +$122K 0.03% 198