Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
333
-10
-3% -$8.96K 0.1% 129
2025
Q1
$233K Sell
343
-5
-1% -$3.4K 0.09% 135
2024
Q4
$219K Hold
348
0.08% 143
2024
Q3
$269K Hold
348
0.1% 137
2024
Q2
$287K Hold
348
0.11% 129
2024
Q1
$243K Hold
348
0.09% 142
2023
Q4
$202K Buy
+348
New +$202K 0.08% 149