Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
1,546
+6
+0.4% +$1.34K 0.01% 320
2025
Q1
$317K Sell
1,540
-5
-0.3% -$1.03K 0.01% 326
2024
Q4
$282K Sell
1,545
-395
-20% -$72.2K 0.01% 343
2024
Q3
$399K Hold
1,940
0.01% 320
2024
Q2
$340K Buy
1,940
+180
+10% +$31.5K 0.01% 295
2024
Q1
$302K Hold
1,760
0.01% 317
2023
Q4
$265K Hold
1,760
0.02% 180
2023
Q3
$212K Hold
1,760
0.02% 195
2023
Q2
$219K Buy
+1,760
New +$219K 0.02% 208