Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55K Sell
458
-52
-10% -$6.24K 0.01% 530
2025
Q1
$75.1K Sell
510
-202
-28% -$29.7K 0.01% 463
2024
Q4
$116K Sell
712
-123
-15% -$20K 0.02% 425
2024
Q3
$136K Buy
835
+2
+0.2% +$326 0.02% 392
2024
Q2
$114K Sell
833
-200
-19% -$27.3K 0.02% 383
2024
Q1
$158K Sell
1,033
-8
-0.8% -$1.23K 0.03% 320
2023
Q4
$148K Hold
1,041
0.03% 320
2023
Q3
$136K Buy
1,041
+15
+1% +$1.97K 0.03% 289
2023
Q2
$163K Sell
1,026
-7
-0.7% -$1.11K 0.04% 266
2023
Q1
$163K Sell
1,033
-6
-0.6% -$949 0.04% 254
2022
Q4
$146K Buy
+1,039
New +$146K 0.04% 248