Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.4K Hold
956
0.01% 312
2025
Q1
$71.7K Sell
956
-647
-40% -$48.6K 0.02% 311
2024
Q4
$123K Hold
1,603
0.03% 239
2024
Q3
$125K Hold
1,603
0.03% 226
2024
Q2
$114K Hold
1,603
0.03% 233
2024
Q1
$130K Sell
1,603
-129
-7% -$10.5K 0.03% 191
2023
Q4
$127K Sell
1,732
-85
-5% -$6.22K 0.04% 187
2023
Q3
$120K Buy
+1,817
New +$120K 0.05% 105