Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,898
-25
-1% -$3.23K 0.01% 349
2025
Q1
$230K Sell
1,923
-621
-24% -$74.2K 0.02% 346
2024
Q4
$295K Buy
2,544
+198
+8% +$23K 0.02% 307
2024
Q3
$317K Hold
2,346
0.02% 290
2024
Q2
$318K Hold
2,346
0.03% 271
2024
Q1
$303K Hold
2,346
0.02% 293
2023
Q4
$268K Buy
2,346
+35
+2% +$4K 0.02% 309
2023
Q3
$210K Hold
2,311
0.02% 332
2023
Q2
$260K Hold
2,311
0.02% 318
2023
Q1
$242K Buy
+2,311
New +$242K 0.03% 254