Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
721
-63
-8% -$18.3K 0.06% 213
2025
Q1
$237K Buy
784
+2
+0.3% +$604 0.08% 185
2024
Q4
$226K Hold
782
0.07% 200
2024
Q3
$226K Sell
782
-181
-19% -$52.2K 0.07% 201
2024
Q2
$246K Sell
963
-2
-0.2% -$510 0.08% 188
2024
Q1
$250K Hold
965
0.09% 189
2023
Q4
$218K Buy
+965
New +$218K 0.09% 190