Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
4,084
-1,385
-25% -$76K ﹤0.01% 1078
2025
Q1
$265K Buy
5,469
+179
+3% +$8.67K 0.01% 981
2024
Q4
$251K Buy
5,290
+80
+2% +$3.8K 0.01% 984
2024
Q3
$262K Buy
5,210
+7
+0.1% +$352 0.01% 922
2024
Q2
$219K Sell
5,203
-7
-0.1% -$295 0.01% 1007
2024
Q1
$262K Sell
5,210
-119
-2% -$5.98K 0.01% 919
2023
Q4
$204K Sell
5,329
-2,355
-31% -$90.1K 0.01% 979
2023
Q3
$229K Buy
+7,684
New +$229K 0.01% 896
2023
Q2
Sell
-9,418
Closed -$222K 974
2023
Q1
$222K Buy
+9,418
New +$222K 0.01% 872