Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
3,886
+28
+0.7% +$3.18K 0.38% 52
2025
Q1
$510K Hold
3,858
0.43% 52
2024
Q4
$327K Hold
3,858
0.31% 53
2024
Q3
$409K Hold
3,858
0.34% 59
2024
Q2
$278K Hold
3,858
0.25% 65
2024
Q1
$279K Buy
+3,858
New +$279K 0.23% 68
2023
Q4
Sell
-2,345
Closed -$203K 72
2023
Q3
$203K Buy
+2,345
New +$203K 0.21% 65