Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
679
-121
-15% -$43.2K 0.01% 283
2025
Q1
$217K Sell
800
-195
-20% -$53K 0.01% 280
2024
Q4
$330K Sell
995
-27
-3% -$8.96K 0.01% 226
2024
Q3
$339K Buy
1,022
+210
+26% +$69.6K 0.01% 219
2024
Q2
$255K Sell
812
-482
-37% -$151K 0.01% 250
2024
Q1
$405K Buy
1,294
+213
+20% +$66.6K 0.02% 216
2023
Q4
$260K Buy
1,081
+30
+3% +$7.23K 0.01% 260
2023
Q3
$224K Buy
+1,051
New +$224K 0.01% 257