Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
2,714
+4
+0.1% +$507 0.13% 50
2025
Q1
$256K Sell
2,710
-178
-6% -$16.8K 0.1% 55
2024
Q4
$332K Buy
2,888
+719
+33% +$82.8K 0.13% 49
2024
Q3
$278K Buy
2,169
+12
+0.6% +$1.54K 0.11% 54
2024
Q2
$300K Hold
2,157
0.13% 52
2024
Q1
$254K Sell
2,157
-478
-18% -$56.3K 0.12% 51
2023
Q4
$221K Buy
+2,635
New +$221K 0.11% 54