Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
1,593
+125
+9% +$28.3K 0.1% 155
2025
Q1
$244K Hold
1,468
0.08% 161
2024
Q4
$290K Sell
1,468
-102
-6% -$20.1K 0.11% 135
2024
Q3
$273K Hold
1,570
0.12% 125
2024
Q2
$214K Hold
1,570
0.16% 107
2024
Q1
$214K Buy
+1,570
New +$214K 0.16% 108