Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
5,184
-213
-4% -$10.5K 0.02% 267
2025
Q1
$305K Hold
5,397
0.02% 236
2024
Q4
$310K Hold
5,397
0.02% 238
2024
Q3
$283K Buy
5,397
+175
+3% +$9.17K 0.02% 248
2024
Q2
$283K Buy
5,222
+200
+4% +$10.8K 0.02% 243
2024
Q1
$291K Hold
5,022
0.02% 238
2023
Q4
$246K Hold
5,022
0.02% 250
2023
Q3
$216K Buy
+5,022
New +$216K 0.02% 259