Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
752
-4
-0.5% -$1.12K 0.01% 102
2025
Q1
$236K Buy
+756
New +$236K 0.02% 98
2024
Q4
Sell
-752
Closed -$242K 133
2024
Q3
$242K Sell
752
-42
-5% -$13.5K 0.02% 93
2024
Q2
$248K Hold
794
0.02% 96
2024
Q1
$226K Buy
794
+48
+6% +$13.6K 0.02% 93
2023
Q4
$215K Hold
746
0.02% 91
2023
Q3
$200K Buy
+746
New +$200K 0.02% 96