Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
735
+101
+16% +$31.1K 0.1% 120
2025
Q1
$164K Buy
634
+139
+28% +$36K 0.08% 137
2024
Q4
$200K Hold
495
0.1% 123
2024
Q3
$130K Hold
495
0.06% 158
2024
Q2
$98K Hold
495
0.05% 180
2024
Q1
$87K Hold
495
0.05% 188
2023
Q4
$123K Hold
495
0.07% 155
2023
Q3
$124K Hold
495
0.08% 153
2023
Q2
$132K Buy
+495
New +$132K 0.08% 146