Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Hold
11,694
0.06% 191
2025
Q1
$161K Sell
11,694
-310
-3% -$4.26K 0.06% 158
2024
Q4
$76.5K Sell
12,004
-66
-0.5% -$420 0.03% 149
2024
Q3
$80.3K Sell
12,070
-220
-2% -$1.46K 0.03% 157
2024
Q2
$70.2K Sell
12,290
-67
-0.5% -$383 0.03% 148
2024
Q1
$84K Buy
12,357
+274
+2% +$1.86K 0.04% 132
2023
Q4
$63.8K Buy
+12,083
New +$63.8K 0.03% 129