Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Sell
10,247
-81
-0.8% -$877 0.08% 220
2025
Q1
$104K Buy
10,328
+44
+0.4% +$441 0.11% 128
2024
Q4
$102K Buy
10,284
+83
+0.8% +$822 0.1% 126
2024
Q3
$108K Hold
10,201
0.11% 127
2024
Q2
$128K Buy
10,201
+156
+2% +$1.96K 0.14% 118
2024
Q1
$133K Sell
10,045
-354
-3% -$4.71K 0.16% 114
2023
Q4
$127K Buy
+10,399
New +$127K 0.16% 112