Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
1,469
-15
-1% -$3.14K 0.02% 322
2025
Q1
$269K Buy
1,484
+4
+0.3% +$725 0.02% 331
2024
Q4
$281K Hold
1,480
0.02% 331
2024
Q3
$269K Buy
1,480
+100
+7% +$18.2K 0.02% 347
2024
Q2
$218K Buy
1,380
+1,349
+4,352% +$213K 0.02% 364
2024
Q1
$4.52K Buy
31
+1
+3% +$146 ﹤0.01% 513
2023
Q4
$3.81K Buy
+30
New +$3.81K ﹤0.01% 515