Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
6,307
+2
+0% +$163 0.12% 192
2025
Q1
$626K Buy
6,305
+170
+3% +$16.9K 0.15% 167
2024
Q4
$616K Hold
6,135
0.14% 177
2024
Q3
$559K Hold
6,135
0.13% 186
2024
Q2
$500K Hold
6,135
0.12% 185
2024
Q1
$492K Hold
6,135
0.12% 192
2023
Q4
$431K Sell
6,135
-166
-3% -$11.7K 0.12% 193
2023
Q3
$400K Buy
+6,301
New +$400K 0.12% 181