Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
371
-4
-1% -$3.15K 0.02% 212
2025
Q1
$230K Sell
375
-1
-0.3% -$614 0.02% 238
2024
Q4
$236K Sell
376
-9
-2% -$5.66K 0.02% 232
2024
Q3
$239K Hold
385
0.02% 209
2024
Q2
$253K Sell
385
-25
-6% -$16.4K 0.02% 166
2024
Q1
$267K Sell
410
-45
-10% -$29.3K 0.02% 174
2023
Q4
$284K Hold
455
0.02% 158
2023
Q3
$232K Sell
455
-90
-17% -$46K 0.02% 156
2023
Q2
$250K Buy
+545
New +$250K 0.02% 156