Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Hold
413
0.06% 97
2025
Q1
$125K Hold
413
0.07% 88
2024
Q4
$114K Hold
413
0.06% 90
2024
Q3
$119K Hold
413
0.07% 88
2024
Q2
$105K Sell
413
-50
-11% -$12.8K 0.06% 92
2024
Q1
$120K Hold
463
0.07% 86
2023
Q4
$105K Buy
+463
New +$105K 0.07% 91