Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
455
-5
-1% -$3.94K 0.19% 88
2025
Q1
$282K Sell
460
-10
-2% -$6.14K 0.17% 95
2024
Q4
$295K Sell
470
-5
-1% -$3.14K 0.19% 95
2024
Q3
$295K Buy
475
+5
+1% +$3.11K 0.19% 96
2024
Q2
$309K Hold
470
0.23% 82
2024
Q1
$306K Hold
470
0.24% 81
2023
Q4
$294K Buy
+470
New +$294K 0.24% 82