Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
703
-518
-42% -$153K 0.04% 170
2025
Q1
$304K Sell
1,221
-725
-37% -$180K 0.06% 132
2024
Q4
$428K Buy
1,946
+518
+36% +$114K 0.09% 106
2024
Q3
$316K Hold
1,428
0.07% 125
2024
Q2
$247K Buy
1,428
+512
+56% +$88.6K 0.06% 133
2024
Q1
$175K Sell
916
-127
-12% -$24.3K 0.04% 145
2023
Q4
$171K Buy
1,043
+870
+503% +$142K 0.05% 146
2023
Q3
$24.3K Buy
+173
New +$24.3K 0.01% 171