Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
652
+2
+0.3% +$366 0.02% 408
2025
Q1
$114K Sell
650
-70
-10% -$12.3K 0.02% 400
2024
Q4
$135K Buy
720
+72
+11% +$13.5K 0.02% 401
2024
Q3
$124K Buy
648
+128
+25% +$24.5K 0.02% 405
2024
Q2
$93.8K Hold
520
0.02% 411
2024
Q1
$92.1K Hold
520
0.02% 420
2023
Q4
$80K Hold
520
0.02% 429
2023
Q3
$72.5K Hold
520
0.02% 411
2023
Q2
$76.8K Buy
520
+220
+73% +$32.5K 0.02% 406
2023
Q1
$44.4K Hold
300
0.01% 483
2022
Q4
$40.9K Buy
+300
New +$40.9K 0.01% 475