Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Hold
2,120
0.06% 83
2025
Q1
$249K Sell
2,120
-1,219
-37% -$143K 0.04% 110
2024
Q4
$460K Sell
3,339
-216
-6% -$29.8K 0.07% 53
2024
Q3
$421K Hold
3,555
0.07% 79
2024
Q2
$306K Hold
3,555
0.06% 105
2024
Q1
$248K Hold
3,555
0.07% 83
2023
Q4
$137K Hold
3,555
0.06% 89
2023
Q3
$118K Buy
+3,555
New +$118K 0.06% 88