Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
573
-30
-5% -$6.69K 0.07% 44
2025
Q1
$124K Sell
603
-77
-11% -$15.8K 0.07% 43
2024
Q4
$124K Hold
680
0.06% 43
2024
Q3
$140K Hold
680
0.07% 44
2024
Q2
$119K Sell
680
-4
-0.6% -$700 0.05% 46
2024
Q1
$116K Buy
684
+4
+0.6% +$679 0.04% 67
2023
Q4
$102K Hold
680
0.05% 61
2023
Q3
$81.8K Hold
680
0.05% 62
2023
Q2
$84.5K Sell
680
-2,340
-77% -$291K 0.03% 75
2023
Q1
$349K Buy
+3,020
New +$349K 0.23% 44