Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
457
-20
-4% -$9.38K 0.03% 241
2025
Q1
$222K Buy
477
+78
+20% +$36.3K 0.03% 228
2024
Q4
$167K Buy
399
+10
+3% +$4.19K 0.02% 240
2024
Q3
$185K Buy
389
+36
+10% +$17.2K 0.03% 229
2024
Q2
$155K Hold
353
0.02% 248
2024
Q1
$164K Hold
353
0.03% 247
2023
Q4
$145K Sell
353
-35
-9% -$14.4K 0.03% 250
2023
Q3
$144K Buy
388
+35
+10% +$13K 0.03% 243
2023
Q2
$135K Buy
+353
New +$135K 0.03% 257
2023
Q1
Sell
-309
Closed -$101K 740
2022
Q4
$101K Buy
+309
New +$101K 0.02% 285