Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
499
-31
-6% -$14.5K 0.03% 161
2025
Q1
$247K Buy
530
+30
+6% +$14K 0.04% 141
2024
Q4
$209K Hold
500
0.03% 162
2024
Q3
$238K Hold
500
0.03% 154
2024
Q2
$233K Hold
500
0.04% 145
2024
Q1
$232K Sell
500
-23
-4% -$10.7K 0.04% 143
2023
Q4
$234K Sell
523
-59
-10% -$26.4K 0.04% 140
2023
Q3
$217K Buy
582
+36
+7% +$13.4K 0.04% 138
2023
Q2
$208K Buy
+546
New +$208K 0.04% 147