Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.6K Hold
4,266
0.06% 165
2025
Q1
$96.9K Sell
4,266
-4,668
-52% -$106K 0.07% 154
2024
Q4
$179K Buy
8,934
+567
+7% +$11.4K 0.06% 161
2024
Q3
$196K Buy
8,367
+1,465
+21% +$34.4K 0.12% 125
2024
Q2
$214K Hold
6,902
0.14% 126
2024
Q1
$305K Sell
6,902
-570
-8% -$25.2K 0.18% 107
2023
Q4
$375K Buy
+7,472
New +$375K 0.26% 86