Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
3,274
-7
-0.2% -$740 0.02% 186
2025
Q1
$316K Sell
3,281
-111
-3% -$10.7K 0.02% 203
2024
Q4
$320K Sell
3,392
-418
-11% -$39.5K 0.02% 197
2024
Q3
$295K Buy
+3,810
New +$295K 0.02% 185
2023
Q3
Sell
-3,170
Closed -$240K 190
2023
Q2
$240K Sell
3,170
-195
-6% -$14.7K 0.02% 162
2023
Q1
$224K Buy
+3,365
New +$224K 0.02% 167