Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Sell
209
-480
-70% -$85K 0.02% 154
2025
Q1
$110K Sell
689
-14
-2% -$2.24K 0.06% 93
2024
Q4
$122K Sell
703
-78
-10% -$13.5K 0.06% 89
2024
Q3
$177K Buy
781
+16
+2% +$3.63K 0.08% 75
2024
Q2
$171K Buy
765
+105
+16% +$23.5K 0.08% 68
2024
Q1
$169K Buy
660
+17
+3% +$4.35K 0.08% 75
2023
Q4
$146K Buy
643
+29
+5% +$6.59K 0.07% 78
2023
Q3
$124K Buy
614
+513
+508% +$104K 0.08% 75
2023
Q2
$19K Buy
+101
New +$19K 0.01% 159