Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
1,062
+1
+0.1% +$279 0.09% 83
2025
Q1
$331K Sell
1,061
-13
-1% -$4.05K 0.15% 65
2024
Q4
$280K Sell
1,074
-24
-2% -$6.25K 0.13% 67
2024
Q3
$354K Buy
1,098
+53
+5% +$17.1K 0.18% 45
2024
Q2
$326K Buy
1,045
+1,002
+2,330% +$313K 0.2% 44
2024
Q1
$12.2K Buy
43
+7
+19% +$1.98K 0.01% 211
2023
Q4
$10.3K Buy
+36
New +$10.3K 0.01% 206