Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
1,035
-126
-11% -$34K 0.11% 122
2025
Q1
$294K Hold
1,161
0.12% 116
2024
Q4
$272K Hold
1,161
0.11% 128
2024
Q3
$296K Buy
1,161
+146
+14% +$37.3K 0.12% 124
2024
Q2
$232K Sell
1,015
-16
-2% -$3.66K 0.1% 135
2024
Q1
$205K Hold
1,031
0.1% 143
2023
Q4
$205K Buy
+1,031
New +$205K 0.1% 143