Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
109,900
-6,986
-6% -$14.1K ﹤0.01% 3483
2025
Q1
$316K Buy
116,886
+2,661
+2% +$7.19K ﹤0.01% 3331
2024
Q4
$375K Sell
114,225
-1,000
-0.9% -$3.28K ﹤0.01% 3331
2024
Q3
$409K Sell
115,225
-183
-0.2% -$650 ﹤0.01% 3299
2024
Q2
$230K Sell
115,408
-9,144
-7% -$18.2K ﹤0.01% 3568
2024
Q1
$152K Buy
124,552
+5,686
+5% +$6.94K ﹤0.01% 3682
2023
Q4
$178K Sell
118,866
-13,309
-10% -$20K ﹤0.01% 3579
2023
Q3
$258K Sell
132,175
-1,906
-1% -$3.72K ﹤0.01% 3494
2023
Q2
$414K Buy
+134,081
New +$414K ﹤0.01% 3333