Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
554
-10
-2% -$5.02K 0.01% 299
2025
Q1
$263K Buy
564
+7
+1% +$3.26K 0.01% 300
2024
Q4
$264K Buy
557
+8
+1% +$3.79K 0.01% 298
2024
Q3
$261K Sell
549
-89
-14% -$42.2K 0.01% 308
2024
Q2
$269K Sell
638
-11
-2% -$4.63K 0.01% 294
2024
Q1
$255K Buy
+649
New +$255K 0.01% 308
2023
Q3
Sell
-629
Closed -$219K 317
2023
Q2
$219K Sell
629
-195
-24% -$67.8K 0.01% 302
2023
Q1
$252K Hold
824
0.01% 287
2022
Q4
$230K Buy
+824
New +$230K 0.01% 296
2022
Q1
Sell
-526
Closed -$205K 360
2021
Q4
$205K Buy
+526
New +$205K 0.01% 349