Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
10,111
-7
-0.1% -$300 0.32% 79
2025
Q1
$223K Hold
10,118
0.18% 132
2024
Q4
$423K Hold
10,118
0.32% 82
2024
Q3
$88K Hold
10,118
0.07% 154
2024
Q2
$71K Hold
10,118
0.06% 142
2024
Q1
$101K Hold
10,118
0.09% 152
2023
Q4
$125K Hold
10,118
0.12% 155
2023
Q3
$151K Buy
+10,118
New +$151K 0.17% 127