Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
1,865
-25
-1% -$4.58K 0.18% 91
2025
Q1
$332K Hold
1,890
0.2% 89
2024
Q4
$355K Hold
1,890
0.22% 80
2024
Q3
$362K Hold
1,890
0.24% 83
2024
Q2
$341K Hold
1,890
0.25% 77
2024
Q1
$335K Hold
1,890
0.26% 77
2023
Q4
$291K Buy
+1,890
New +$291K 0.24% 84