Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
285
-10
-3% -$3.57K 0.04% 174
2025
Q1
$80.2K Sell
295
-25
-8% -$6.8K 0.04% 176
2024
Q4
$106K Hold
320
0.05% 157
2024
Q3
$106K Hold
320
0.05% 159
2024
Q2
$100K Sell
320
-97
-23% -$30.4K 0.05% 153
2024
Q1
$130K Sell
417
-158
-27% -$49.4K 0.07% 145
2023
Q4
$138K Buy
575
+139
+32% +$33.5K 0.08% 137
2023
Q3
$93K Buy
+436
New +$93K 0.06% 155
2023
Q2
Sell
-250
Closed -$42.8K 321
2023
Q1
$42.8K Sell
250
-750
-75% -$129K 0.03% 203
2022
Q4
$157K Buy
+1,000
New +$157K 0.09% 139