Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.7K Hold
955
0.03% 151
2025
Q1
$95.9K Hold
955
0.03% 152
2024
Q4
$85.1K Sell
955
-495
-34% -$44.1K 0.03% 151
2024
Q3
$127K Sell
1,450
-350
-19% -$30.6K 0.05% 135
2024
Q2
$128K Sell
1,800
-210
-10% -$14.9K 0.05% 135
2024
Q1
$149K Sell
2,010
-750
-27% -$55.5K 0.06% 131
2023
Q4
$200K Sell
2,760
-215
-7% -$15.6K 0.08% 122
2023
Q3
$223K Buy
2,975
+255
+9% +$19.1K 0.1% 122
2023
Q2
$222K Buy
2,720
+790
+41% +$64.5K 0.12% 114
2023
Q1
$167K Buy
+1,930
New +$167K 0.1% 124