Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
587
+7
+1% +$5.44K 0.03% 268
2025
Q1
$347K Hold
580
0.02% 280
2024
Q4
$366K Sell
580
-65
-10% -$41K 0.02% 274
2024
Q3
$399K Buy
+645
New +$399K 0.03% 265