Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
2,025
+126
+7% +$12.5K 0.09% 128
2025
Q1
$211K Hold
1,899
0.1% 124
2024
Q4
$196K Hold
1,899
0.1% 127
2024
Q3
$212K Buy
1,899
+200
+12% +$22.4K 0.1% 124
2024
Q2
$152K Hold
1,699
0.08% 142
2024
Q1
$146K Hold
1,699
0.08% 148
2023
Q4
$140K Hold
1,699
0.08% 147
2023
Q3
$130K Hold
1,699
0.08% 149
2023
Q2
$123K Buy
+1,699
New +$123K 0.07% 156