Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
5,010
+3
+0.1% +$130 0.02% 188
2025
Q1
$231K Sell
5,007
-49
-1% -$2.26K 0.03% 182
2024
Q4
$190K Buy
5,056
+60
+1% +$2.26K 0.02% 195
2024
Q3
$188K Hold
4,996
0.03% 163
2024
Q2
$173K Hold
4,996
0.02% 165
2024
Q1
$188K Hold
4,996
0.03% 163
2023
Q4
$179K Buy
4,996
+3
+0.1% +$108 0.03% 164
2023
Q3
$189K Buy
4,993
+3
+0.1% +$113 0.03% 159
2023
Q2
$203K Buy
+4,990
New +$203K 0.04% 163