Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
77,171
-15,678
-17% -$47.3K 0.01% 225
2025
Q1
$284K Buy
92,849
+34,495
+59% +$106K 0.01% 165
2024
Q4
$207K Buy
58,354
+2,126
+4% +$7.53K 0.01% 190
2024
Q3
$182K Hold
56,228
0.01% 200
2024
Q2
$171K Sell
56,228
-3,718
-6% -$11.3K 0.01% 195
2024
Q1
$172K Sell
59,946
-1,562
-3% -$4.49K 0.01% 196
2023
Q4
$149K Hold
61,508
0.01% 164
2023
Q3
$149K Sell
61,508
-10,696
-15% -$25.9K 0.01% 164
2023
Q2
$170K Buy
+72,204
New +$170K 0.01% 166