Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
4,031
-23
-0.6% -$1.59K 0.02% 112
2025
Q1
$280K Hold
4,054
0.02% 109
2024
Q4
$250K Hold
4,054
0.02% 118
2024
Q3
$251K Hold
4,054
0.02% 119
2024
Q2
$215K Buy
+4,054
New +$215K 0.02% 126