Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
4,729
+87
+2% +$6.13K 0.02% 266
2025
Q1
$340K Sell
4,642
-26
-0.6% -$1.91K 0.02% 244
2024
Q4
$292K Buy
4,668
+16
+0.3% +$1K 0.02% 282
2024
Q3
$307K Hold
4,652
0.02% 253
2024
Q2
$336K Buy
4,652
+2
+0% +$144 0.02% 222
2024
Q1
$312K Hold
4,650
0.02% 221
2023
Q4
$306K Hold
4,650
0.02% 210
2023
Q3
$299K Buy
4,650
+417
+10% +$26.8K 0.02% 204
2023
Q2
$256K Hold
4,233
0.02% 220
2023
Q1
$244K Buy
+4,233
New +$244K 0.02% 220