Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
1,370
+1
+0.1% +$226 0.06% 128
2025
Q1
$227K Sell
1,369
-100
-7% -$16.6K 0.05% 162
2024
Q4
$290K Hold
1,469
0.06% 138
2024
Q3
$255K Hold
1,469
0.06% 142
2024
Q2
$255K Sell
1,469
-150
-9% -$26.1K 0.06% 130
2024
Q1
$220K Sell
1,619
-260
-14% -$35.4K 0.06% 129
2023
Q4
$195K Buy
1,879
+351
+23% +$36.5K 0.05% 137
2023
Q3
$133K Buy
+1,528
New +$133K 0.05% 98