Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
1,785
-30
-2% -$2.95K 0.1% 177
2025
Q1
$168K Hold
1,815
0.11% 174
2024
Q4
$165K Buy
1,815
+5
+0.3% +$454 0.11% 175
2024
Q3
$175K Hold
1,810
0.11% 184
2024
Q2
$166K Hold
1,810
0.1% 179
2024
Q1
$167K Sell
1,810
-450
-20% -$41.5K 0.1% 183
2023
Q4
$215K Buy
+2,260
New +$215K 0.13% 144