Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
758
-21
-3% -$7.5K 0.02% 92
2025
Q1
$212K Buy
779
+9
+1% +$2.45K 0.01% 104
2024
Q4
$256K Hold
770
0.02% 119
2024
Q3
$255K Buy
770
+12
+2% +$3.98K 0.02% 92
2024
Q2
$238K Sell
758
-82
-10% -$25.7K 0.02% 97
2024
Q1
$263K Hold
840
0.03% 91
2023
Q4
$202K Buy
+840
New +$202K 0.02% 94