Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Hold
1,100
0.13% 76
2025
Q1
$162K Hold
1,100
0.12% 72
2024
Q4
$142K Hold
1,100
0.09% 76
2024
Q3
$150K Hold
1,100
0.11% 77
2024
Q2
$112K Sell
1,100
-216
-16% -$22.1K 0.08% 88
2024
Q1
$117K Hold
1,316
0.09% 98
2023
Q4
$120K Buy
+1,316
New +$120K 0.11% 84