Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
21,674
-5,601
-21% -$57.2K ﹤0.01% 2895
2025
Q1
$320K Buy
27,275
+27
+0.1% +$317 ﹤0.01% 2693
2024
Q4
$344K Buy
27,248
+6,332
+30% +$79.8K ﹤0.01% 2783
2024
Q3
$224K Sell
20,916
-469
-2% -$5.02K ﹤0.01% 2836
2024
Q2
$181K Sell
21,385
-894
-4% -$7.58K ﹤0.01% 2825
2024
Q1
$188K Hold
22,279
﹤0.01% 2812
2023
Q4
$228K Hold
22,279
﹤0.01% 2748
2023
Q3
$260K Hold
22,279
﹤0.01% 2579
2023
Q2
$252K Buy
+22,279
New +$252K ﹤0.01% 2752