Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
336
+1
+0.3% +$753 0.04% 304
2025
Q1
$209K Sell
335
-117
-26% -$72.9K 0.04% 315
2024
Q4
$285K Sell
452
-6
-1% -$3.78K 0.06% 242
2024
Q3
$284K Buy
458
+3
+0.7% +$1.86K 0.07% 236
2024
Q2
$304K Sell
455
-6
-1% -$4.01K 0.07% 216
2024
Q1
$295K Buy
461
+11
+2% +$7.04K 0.08% 215
2023
Q4
$272K Sell
450
-27
-6% -$16.3K 0.08% 225
2023
Q3
$246K Buy
+477
New +$246K 0.08% 270