Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2,919
+119
+4% +$10.5K 0.04% 354
2025
Q1
$266K Hold
2,800
0.05% 301
2024
Q4
$238K Hold
2,800
0.04% 304
2024
Q3
$280K Hold
2,800
0.05% 292
2024
Q2
$249K Hold
2,800
0.05% 271
2024
Q1
$233K Hold
2,800
0.05% 268
2023
Q4
$219K Hold
2,800
0.05% 263
2023
Q3
$216K Sell
2,800
-146
-5% -$11.3K 0.05% 266
2023
Q2
$242K Hold
2,946
0.06% 266
2023
Q1
$208K Buy
+2,946
New +$208K 0.05% 288