Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
2,775
-125
-4% -$12.8K 0.03% 269
2025
Q1
$254K Hold
2,900
0.03% 262
2024
Q4
$292K Sell
2,900
-25
-0.9% -$2.52K 0.04% 251
2024
Q3
$286K Hold
2,925
0.04% 252
2024
Q2
$224K Hold
2,925
0.03% 268
2024
Q1
$250K Hold
2,925
0.04% 251
2023
Q4
$213K Buy
+2,925
New +$213K 0.04% 243