Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Hold
35,273
0.02% 381
2025
Q1
$187K Hold
35,273
0.01% 374
2024
Q4
$296K Sell
35,273
-4,775
-12% -$40.1K 0.02% 329
2024
Q3
$316K Hold
40,048
0.02% 299
2024
Q2
$412K Hold
40,048
0.03% 253
2024
Q1
$501K Buy
+40,048
New +$501K 0.04% 231