Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Hold
9,345
0.02% 276
2025
Q1
$151K Buy
9,345
+140
+2% +$2.26K 0.02% 268
2024
Q4
$141K Sell
9,205
-2,510
-21% -$38.6K 0.02% 274
2024
Q3
$205K Sell
11,715
-940
-7% -$16.4K 0.02% 246
2024
Q2
$193K Buy
12,655
+1,102
+10% +$16.8K 0.02% 236
2024
Q1
$185K Hold
11,553
0.02% 248
2023
Q4
$197K Sell
11,553
-655
-5% -$11.1K 0.03% 237
2023
Q3
$177K Buy
+12,208
New +$177K 0.03% 229