Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
881
-14
-2% -$4.97K 0.03% 69
2025
Q1
$314K Buy
895
+1
+0.1% +$350 0.03% 67
2024
Q4
$283K Buy
894
+27
+3% +$8.54K 0.03% 76
2024
Q3
$238K Hold
867
0.02% 83
2024
Q2
$227K Buy
867
+147
+20% +$38.6K 0.02% 77
2024
Q1
$201K Buy
+720
New +$201K 0.02% 87