Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
1,184
+15
+1% +$4.77K 0.12% 120
2025
Q1
$303K Buy
1,169
+14
+1% +$3.63K 0.1% 124
2024
Q4
$466K Hold
1,155
0.17% 91
2024
Q3
$302K Hold
1,155
0.11% 117
2024
Q2
$229K Hold
1,155
0.11% 137
2024
Q1
$203K Hold
1,155
0.11% 149
2023
Q4
$287K Hold
1,155
0.2% 115
2023
Q3
$289K Hold
1,155
0.21% 101
2023
Q2
$302K Hold
1,155
0.23% 90
2023
Q1
$240K Buy
+1,155
New +$240K 0.2% 107