Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
13,352
-155
-1% -$4.64K 0.18% 114
2025
Q1
$456K Hold
13,507
0.22% 104
2024
Q4
$399K Hold
13,507
0.2% 107
2024
Q3
$424K Hold
13,507
0.22% 103
2024
Q2
$488K Hold
13,507
0.28% 94
2024
Q1
$509K Buy
13,507
+8
+0.1% +$301 0.33% 84
2023
Q4
$478K Buy
+13,499
New +$478K 0.34% 80