Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Hold
660
0.07% 154
2025
Q1
$244K Sell
660
-106
-14% -$39.2K 0.05% 198
2024
Q4
$348K Sell
766
-55
-7% -$25K 0.07% 152
2024
Q3
$353K Sell
821
-64
-7% -$27.6K 0.08% 146
2024
Q2
$323K Sell
885
-105
-11% -$38.3K 0.08% 165
2024
Q1
$347K Buy
+990
New +$347K 0.08% 165