Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Hold
12,681
0.08% 93
2025
Q1
$193K Sell
12,681
-43
-0.3% -$654 0.1% 101
2024
Q4
$186K Sell
12,724
-2,724
-18% -$39.8K 0.09% 107
2024
Q3
$247K Buy
15,448
+5,140
+50% +$82.1K 0.1% 107
2024
Q2
$196K Buy
+10,308
New +$196K 0.06% 121