Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Hold
780
0.06% 201
2025
Q1
$288K Sell
780
-254
-25% -$93.9K 0.04% 230
2024
Q4
$469K Buy
1,034
+87
+9% +$39.5K 0.07% 184
2024
Q3
$408K Buy
947
+9
+1% +$3.87K 0.06% 197
2024
Q2
$342K Sell
938
-260
-22% -$94.9K 0.06% 192
2024
Q1
$420K Buy
1,198
+35
+3% +$12.3K 0.08% 168
2023
Q4
$251K Buy
1,163
+188
+19% +$40.5K 0.05% 230
2023
Q3
$205K Hold
975
0.05% 224
2023
Q2
$180K Sell
975
-600
-38% -$111K 0.04% 242
2023
Q1
$256K Buy
+1,575
New +$256K 0.07% 200