Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
12,866
+7
+0.1% +$72 0.08% 112
2025
Q1
$129K Hold
12,859
0.09% 107
2024
Q4
$117K Hold
12,859
0.07% 102
2024
Q3
$129K Buy
12,859
+3
+0% +$30 0.09% 103
2024
Q2
$113K Buy
12,856
+259
+2% +$2.27K 0.07% 100
2024
Q1
$103K Hold
12,597
0.07% 98
2023
Q4
$107K Buy
12,597
+3
+0% +$25 0.08% 96
2023
Q3
$105K Hold
12,594
0.09% 96
2023
Q2
$102K Hold
12,594
0.07% 108
2023
Q1
$103K Buy
12,594
+4
+0% +$33 0.08% 104
2022
Q4
$98.8K Hold
12,590
0.08% 95
2022
Q3
$75K Buy
+12,590
New +$75K 0.07% 92