Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
2,113
+53
+3% +$6.87K 0.05% 192
2025
Q1
$248K Hold
2,060
0.04% 221
2024
Q4
$240K Hold
2,060
0.06% 171
2024
Q3
$310K Hold
2,060
0.08% 131
2024
Q2
$326K Hold
2,060
0.09% 132
2024
Q1
$408K Sell
2,060
-5
-0.2% -$990 0.11% 116
2023
Q4
$359K Sell
2,065
-21
-1% -$3.66K 0.09% 123
2023
Q3
$326K Buy
2,086
+26
+1% +$4.07K 0.1% 136
2023
Q2
$338K Hold
2,060
0.1% 151
2023
Q1
$318K Buy
+2,060
New +$318K 0.09% 153