Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Sell
2,700
-260
-9% -$16.7K 0.03% 191
2025
Q1
$206K Hold
2,960
0.04% 171
2024
Q4
$215K Hold
2,960
0.05% 165
2024
Q3
$248K Hold
2,960
0.05% 144
2024
Q2
$197K Hold
2,960
0.05% 151
2024
Q1
$233K Hold
2,960
0.06% 127
2023
Q4
$198K Buy
+2,960
New +$198K 0.06% 135