Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
903
-35
-4% -$6.33K 0.03% 197
2025
Q1
$163K Hold
938
0.03% 196
2024
Q4
$185K Hold
938
0.04% 189
2024
Q3
$189K Hold
938
0.04% 174
2024
Q2
$157K Hold
938
0.04% 186
2024
Q1
$150K Hold
938
0.04% 169
2023
Q4
$136K Buy
+938
New +$136K 0.04% 179