Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
2,634
-8
-0.3% -$1.11K 0.07% 189
2025
Q1
$422K Hold
2,642
0.09% 153
2024
Q4
$351K Hold
2,642
0.07% 194
2024
Q3
$359K Sell
2,642
-14
-0.5% -$1.9K 0.08% 168
2024
Q2
$392K Sell
2,656
-7
-0.3% -$1.03K 0.1% 157
2024
Q1
$406K Hold
2,663
0.1% 161
2023
Q4
$384K Buy
+2,663
New +$384K 0.09% 186