Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
3,562
-104
-3% -$7.32K 0.05% 247
2025
Q1
$269K Hold
3,666
0.06% 216
2024
Q4
$230K Sell
3,666
-40
-1% -$2.51K 0.05% 260
2024
Q3
$244K Sell
3,706
-43
-1% -$2.84K 0.06% 238
2024
Q2
$271K Hold
3,749
0.07% 204
2024
Q1
$251K Hold
3,749
0.06% 225
2023
Q4
$247K Buy
+3,749
New +$247K 0.06% 238