Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Hold
4,703
0.04% 66
2025
Q1
$267K Hold
4,703
0.04% 65
2024
Q4
$316K Hold
4,703
0.04% 61
2024
Q3
$315K Hold
4,703
0.04% 60
2024
Q2
$325K Hold
4,703
0.05% 57
2024
Q1
$288K Sell
4,703
-1,735
-27% -$106K 0.05% 58
2023
Q4
$401K Buy
+6,438
New +$401K 0.08% 46