Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Hold
1,506
0.1% 133
2025
Q1
$163K Sell
1,506
-50
-3% -$5.42K 0.08% 142
2024
Q4
$209K Buy
1,556
+77
+5% +$10.3K 0.1% 129
2024
Q3
$180K Buy
1,479
+500
+51% +$60.7K 0.08% 135
2024
Q2
$121K Buy
979
+229
+31% +$28.3K 0.06% 143
2024
Q1
$67.8K Buy
750
+420
+127% +$38K 0.03% 169
2023
Q4
$16.3K Hold
330
0.01% 241
2023
Q3
$14.4K Buy
+330
New +$14.4K 0.01% 243