Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
1,212
+66
+6% +$13.5K 0.1% 86
2025
Q1
$255K Hold
1,146
0.11% 81
2024
Q4
$287K Hold
1,146
0.12% 73
2024
Q3
$267K Hold
1,146
0.11% 77
2024
Q2
$241K Buy
+1,146
New +$241K 0.11% 82
2024
Q1
Sell
-3,159
Closed -$608K 93
2023
Q4
$608K Buy
+3,159
New +$608K 0.3% 32