Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
1,957
-100
-5% -$9.2K 0.04% 157
2025
Q1
$181K Sell
2,057
-205
-9% -$18K 0.05% 150
2024
Q4
$209K Hold
2,262
0.05% 147
2024
Q3
$210K Hold
2,262
0.05% 149
2024
Q2
$170K Sell
2,262
-15
-0.7% -$1.13K 0.05% 153
2024
Q1
$196K Sell
2,277
-25
-1% -$2.15K 0.05% 153
2023
Q4
$159K Hold
2,302
0.04% 160
2023
Q3
$129K Buy
+2,302
New +$129K 0.04% 167