Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
52,920
-948
-2% -$1.9K ﹤0.01% 1708
2025
Q1
$117K Buy
53,868
+101
+0.2% +$220 ﹤0.01% 1559
2024
Q4
$135K Hold
53,767
﹤0.01% 1552
2024
Q3
$197K Hold
53,767
﹤0.01% 1329
2024
Q2
$194K Buy
53,767
+1,834
+4% +$6.62K ﹤0.01% 1308
2024
Q1
$154K Buy
51,933
+3,932
+8% +$11.6K ﹤0.01% 1329
2023
Q4
$193K Buy
48,001
+4,334
+10% +$17.4K ﹤0.01% 1215
2023
Q3
$116K Buy
43,667
+3,582
+9% +$9.54K ﹤0.01% 1182
2023
Q2
$151K Buy
+40,085
New +$151K 0.01% 1090