Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
6,441
+1,000
+18% +$51.5K 0.06% 152
2025
Q1
$291K Hold
5,441
0.06% 169
2024
Q4
$260K Hold
5,441
0.06% 161
2024
Q3
$242K Hold
5,441
0.05% 171
2024
Q2
$232K Hold
5,441
0.05% 175
2024
Q1
$226K Buy
+5,441
New +$226K 0.06% 177