Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.4K Hold
2,785
0.05% 108
2025
Q1
$63.2K Hold
2,785
0.05% 104
2024
Q4
$55.8K Sell
2,785
-14,950
-84% -$300K 0.04% 117
2024
Q3
$416K Buy
17,735
+7,005
+65% +$164K 0.29% 46
2024
Q2
$332K Buy
10,730
+400
+4% +$12.4K 0.24% 52
2024
Q1
$456K Hold
10,330
0.33% 45
2023
Q4
$519K Buy
+10,330
New +$519K 0.46% 40