Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-612
Closed -$152K 212
2025
Q1
$152K Buy
612
+87
+17% +$21.6K 0.1% 115
2024
Q4
$115K Hold
525
0.08% 121
2024
Q3
$116K Hold
525
0.08% 127
2024
Q2
$90.8K Hold
525
0.07% 120
2024
Q1
$100K Hold
525
0.08% 112
2023
Q4
$85.9K Hold
525
0.07% 126
2023
Q3
$73.7K Buy
+525
New +$73.7K 0.06% 130