Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Sell
118
-98
-45% -$9.93K ﹤0.01% 1084
2025
Q1
$22.9K Sell
216
-201
-48% -$21.3K ﹤0.01% 948
2024
Q4
$45.7K Sell
417
-236
-36% -$25.9K ﹤0.01% 825
2024
Q3
$94.6K Sell
653
-9
-1% -$1.3K ﹤0.01% 664
2024
Q2
$96.6K Sell
662
-45
-6% -$6.57K ﹤0.01% 665
2024
Q1
$102K Sell
707
-481
-40% -$69.2K ﹤0.01% 676
2023
Q4
$111K Sell
1,188
-923
-44% -$86.2K ﹤0.01% 646
2023
Q3
$186K Sell
2,111
-1,454
-41% -$128K 0.01% 555
2023
Q2
$401K Buy
+3,565
New +$401K 0.01% 451