Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
11,216
+830
+8% +$18.2K ﹤0.01% 455
2025
Q1
$203K Hold
10,386
﹤0.01% 466
2024
Q4
$163K Sell
10,386
-188
-2% -$2.95K ﹤0.01% 474
2024
Q3
$192K Buy
10,574
+9
+0.1% +$163 ﹤0.01% 471
2024
Q2
$181K Hold
10,565
﹤0.01% 459
2024
Q1
$174K Hold
10,565
﹤0.01% 466
2023
Q4
$159K Sell
10,565
-226
-2% -$3.4K ﹤0.01% 461
2023
Q3
$142K Sell
10,791
-251
-2% -$3.31K ﹤0.01% 443
2023
Q2
$149K Hold
11,042
﹤0.01% 451
2023
Q1
$131K Buy
+11,042
New +$131K ﹤0.01% 443