Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
463
+33
+8% +$26.4K 0.03% 153
2025
Q1
$285K Hold
430
0.03% 143
2024
Q4
$298K Hold
430
0.03% 133
2024
Q3
$358K Sell
430
-11
-2% -$9.17K 0.04% 124
2024
Q2
$451K Sell
441
-1
-0.2% -$1.02K 0.06% 110
2024
Q1
$429K Buy
442
+2
+0.5% +$1.94K 0.07% 100
2023
Q4
$333K Buy
440
+405
+1,157% +$307K 0.05% 109
2023
Q3
$20.6K Buy
+35
New +$20.6K ﹤0.01% 162