Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
2,871
-12
-0.4% -$909 0.01% 216
2025
Q1
$216K Hold
2,883
0.02% 215
2024
Q4
$220K Buy
2,883
+15
+0.5% +$1.15K 0.02% 222
2024
Q3
$224K Hold
2,868
0.02% 210
2024
Q2
$205K Sell
2,868
-4,125
-59% -$294K 0.02% 195
2024
Q1
$568K Buy
6,993
+1,912
+38% +$155K 0.05% 134
2023
Q4
$372K Sell
5,081
-2,907
-36% -$213K 0.04% 124
2023
Q3
$528K Buy
+7,988
New +$528K 0.06% 99