Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
12,869
-236
-2% -$3.04K ﹤0.01% 1109
2025
Q1
$172K Hold
13,105
0.01% 1051
2024
Q4
$184K Hold
13,105
0.01% 1029
2024
Q3
$149K Hold
13,105
﹤0.01% 1103
2024
Q2
$130K Hold
13,105
﹤0.01% 983
2024
Q1
$112K Hold
13,105
﹤0.01% 970
2023
Q4
$141K Hold
13,105
0.01% 930
2023
Q3
$170K Hold
13,105
0.01% 895
2023
Q2
$196K Hold
13,105
0.01% 892
2023
Q1
$164K Sell
13,105
-273
-2% -$3.42K 0.01% 876
2022
Q4
$182K Hold
13,378
0.01% 829
2022
Q3
$165K Buy
+13,378
New +$165K 0.01% 796