Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Sell
3,200
-17
-0.5% -$2.59K 0.04% 93
2025
Q1
$472K Buy
3,217
+17
+0.5% +$2.5K 0.04% 97
2024
Q4
$413K Hold
3,200
0.03% 99
2024
Q3
$437K Hold
3,200
0.03% 94
2024
Q2
$327K Sell
3,200
-627
-16% -$64.1K 0.03% 100
2024
Q1
$339K Hold
3,827
0.03% 105
2023
Q4
$350K Buy
3,827
+239
+7% +$21.8K 0.03% 97
2023
Q3
$281K Hold
3,588
0.03% 97
2023
Q2
$300K Hold
3,588
0.03% 102
2023
Q1
$315K Buy
+3,588
New +$315K 0.03% 99