Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
370
-3
-0.8% -$2.68K 0.03% 156
2025
Q1
$254K Buy
373
+14
+4% +$9.52K 0.03% 174
2024
Q4
$226K Sell
359
-24
-6% -$15.1K 0.02% 188
2024
Q3
$297K Hold
383
0.03% 153
2024
Q2
$316K Hold
383
0.03% 140
2024
Q1
$268K Sell
383
-30
-7% -$21K 0.03% 147
2023
Q4
$240K Sell
413
-99
-19% -$57.5K 0.03% 152
2023
Q3
$235K Buy
+512
New +$235K 0.03% 151