Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
268
-184
-41% -$165K 0.06% 55
2025
Q1
$307K Sell
452
-69
-13% -$46.9K 0.09% 44
2024
Q4
$328K Buy
521
+1
+0.2% +$630 0.09% 50
2024
Q3
$403K Buy
520
+1
+0.2% +$774 0.12% 43
2024
Q2
$428K Hold
519
0.14% 38
2024
Q1
$362K Buy
519
+7
+1% +$4.89K 0.12% 47
2023
Q4
$298K Buy
512
+1
+0.2% +$581 0.1% 49
2023
Q3
$234K Buy
+511
New +$234K 0.09% 43