Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
265
-5
-2% -$1.93K 0.05% 101
2025
Q1
$104K Sell
270
-24
-8% -$9.21K 0.06% 95
2024
Q4
$131K Buy
294
+29
+11% +$12.9K 0.07% 86
2024
Q3
$137K Hold
265
0.08% 84
2024
Q2
$147K Hold
265
0.09% 78
2024
Q1
$134K Hold
265
0.08% 82
2023
Q4
$158K Buy
+265
New +$158K 0.1% 76