Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
574
-17
-3% -$6.06K 0.09% 73
2025
Q1
$236K Buy
591
+6
+1% +$2.39K 0.12% 62
2024
Q4
$210K Sell
585
-1
-0.2% -$359 0.11% 73
2024
Q3
$203K Buy
+586
New +$203K 0.11% 71
2024
Q2
Sell
-660
Closed -$220K 65
2024
Q1
$220K Sell
660
-69
-9% -$23K 0.14% 61
2023
Q4
$212K Buy
+729
New +$212K 0.09% 72