Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Sell
14,856
-119
-0.8% -$1.26K 0.06% 214
2025
Q1
$114K Hold
14,975
0.04% 204
2024
Q4
$121K Hold
14,975
0.05% 199
2024
Q3
$138K Buy
14,975
+119
+0.8% +$1.09K 0.06% 194
2024
Q2
$134K Hold
14,856
0.06% 185
2024
Q1
$104K Hold
14,856
0.05% 188
2023
Q4
$80K Buy
+14,856
New +$80K 0.05% 157