Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
930
+28
+3% +$6.38K 0.01% 401
2025
Q1
$220K Sell
902
-55
-6% -$13.4K 0.01% 368
2024
Q4
$270K Hold
957
0.01% 360
2024
Q3
$263K Sell
957
-341
-26% -$93.8K 0.01% 342
2024
Q2
$391K Sell
1,298
-201
-13% -$60.6K 0.01% 287
2024
Q1
$436K Buy
1,499
+413
+38% +$120K 0.01% 272
2023
Q4
$276K Buy
+1,086
New +$276K 0.01% 299