Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
2,709
-73
-3% -$6.29K ﹤0.01% 154
2025
Q1
$256K Buy
+2,782
New +$256K ﹤0.01% 152
2024
Q4
Sell
-2,530
Closed -$265K 162
2024
Q3
$265K Buy
2,530
+200
+9% +$20.9K ﹤0.01% 150
2024
Q2
$203K Sell
2,330
-120
-5% -$10.5K ﹤0.01% 151
2024
Q1
$258K Hold
2,450
﹤0.01% 148
2023
Q4
$294K Sell
2,450
-250
-9% -$30K ﹤0.01% 150
2023
Q3
$363K Hold
2,700
0.01% 141
2023
Q2
$369K Sell
2,700
-60
-2% -$8.21K 0.01% 138
2023
Q1
$418K Buy
+2,760
New +$418K 0.01% 129