Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Sell
919
-20
-2% -$7.91K 0.03% 245
2025
Q1
$350K Buy
939
+109
+13% +$40.6K 0.03% 245
2024
Q4
$299K Sell
830
-2
-0.2% -$720 0.03% 256
2024
Q3
$301K Buy
832
+5
+0.6% +$1.81K 0.03% 242
2024
Q2
$281K Hold
827
0.03% 232
2024
Q1
$296K Hold
827
0.04% 220
2023
Q4
$248K Sell
827
-150
-15% -$44.9K 0.03% 229
2023
Q3
$267K Buy
+977
New +$267K 0.04% 228