Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
573
-50
-8% -$17.8K 0.12% 165
2025
Q1
$169K Hold
623
0.11% 173
2024
Q4
$207K Hold
623
0.13% 163
2024
Q3
$206K Sell
623
-75
-11% -$24.9K 0.13% 168
2024
Q2
$219K Hold
698
0.14% 142
2024
Q1
$218K Hold
698
0.13% 150
2023
Q4
$168K Buy
+698
New +$168K 0.1% 164