Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Buy
6,400
+25
+0.4% +$2.64K 0.48% 33
2025
Q1
$614K Hold
6,375
0.51% 36
2024
Q4
$602K Sell
6,375
-500
-7% -$47.2K 0.44% 36
2024
Q3
$533K Hold
6,875
0.39% 42
2024
Q2
$414K Hold
6,875
0.33% 49
2024
Q1
$470K Hold
6,875
0.39% 46
2023
Q4
$402K Buy
+6,875
New +$402K 0.36% 49