Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
24,345
-206
-0.8% -$4.31K 0.01% 274
2025
Q1
$589K Buy
24,551
+206
+0.8% +$4.94K 0.01% 257
2024
Q4
$520K Hold
24,345
0.01% 275
2024
Q3
$563K Hold
24,345
0.01% 278
2024
Q2
$444K Hold
24,345
0.01% 297
2024
Q1
$522K Hold
24,345
0.01% 285
2023
Q4
$524K Hold
24,345
0.01% 279
2023
Q3
$489K Buy
+24,345
New +$489K 0.01% 282