Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Hold
750
0.11% 76
2025
Q1
$234K Hold
750
0.13% 64
2024
Q4
$195K Sell
750
-15
-2% -$3.91K 0.11% 66
2024
Q3
$247K Sell
765
-1
-0.1% -$322 0.14% 58
2024
Q2
$239K Hold
766
0.14% 60
2024
Q1
$218K Hold
766
0.13% 66
2023
Q4
$221K Buy
+766
New +$221K 0.15% 64