Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
282
-10
-3% -$8.01K 0.05% 144
2025
Q1
$194K Buy
292
+12
+4% +$7.97K 0.05% 146
2024
Q4
$194K Buy
280
+10
+4% +$6.93K 0.05% 152
2024
Q3
$225K Hold
270
0.06% 140
2024
Q2
$276K Sell
270
-3
-1% -$3.07K 0.07% 127
2024
Q1
$265K Buy
273
+11
+4% +$10.7K 0.07% 129
2023
Q4
$199K Hold
262
0.06% 149
2023
Q3
$155K Sell
262
-35
-12% -$20.7K 0.05% 159
2023
Q2
$215K Buy
+297
New +$215K 0.06% 147