Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
387
-41
-10% -$36.7K 0.04% 290
2025
Q1
$291K Sell
428
-398
-48% -$271K 0.04% 291
2024
Q4
$520K Buy
826
+45
+6% +$28.3K 0.05% 198
2024
Q3
$605K Buy
781
+233
+43% +$180K 0.09% 181
2024
Q2
$452K Buy
548
+14
+3% +$11.5K 0.08% 204
2024
Q1
$311K Hold
534
0.06% 228
2023
Q4
$311K Buy
534
+12
+2% +$6.99K 0.06% 228
2023
Q3
$239K Buy
+522
New +$239K 0.05% 241