Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
488
-19
-4% -$9.74K 0.08% 144
2025
Q1
$217K Sell
507
-96
-16% -$41.2K 0.08% 139
2024
Q4
$293K Sell
603
-12
-2% -$5.82K 0.11% 95
2024
Q3
$337K Sell
615
-35
-5% -$19.2K 0.12% 76
2024
Q2
$382K Buy
650
+3
+0.5% +$1.77K 0.16% 61
2024
Q1
$360K Buy
647
+9
+1% +$5.01K 0.16% 63
2023
Q4
$352K Buy
638
+5
+0.8% +$2.76K 0.17% 52
2023
Q3
$331K Buy
+633
New +$331K 0.21% 50