Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
577
-40
-6% -$18.8K 0.09% 144
2025
Q1
$287K Buy
617
+40
+7% +$18.6K 0.1% 127
2024
Q4
$242K Hold
577
0.09% 142
2024
Q3
$275K Hold
577
0.1% 125
2024
Q2
$253K Hold
577
0.12% 126
2024
Q1
$268K Hold
577
0.14% 123
2023
Q4
$237K Hold
577
0.16% 133
2023
Q3
$215K Hold
577
0.16% 133
2023
Q2
$220K Buy
+577
New +$220K 0.17% 118