Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
1,397
-17
-1% -$2.65K 0.06% 255
2025
Q1
$233K Sell
1,414
-9
-0.6% -$1.48K 0.06% 238
2024
Q4
$232K Hold
1,423
0.06% 228
2024
Q3
$278K Buy
1,423
+15
+1% +$2.93K 0.07% 211
2024
Q2
$244K Sell
1,408
-6
-0.4% -$1.04K 0.07% 227
2024
Q1
$239K Buy
1,414
+89
+7% +$15.1K 0.07% 229
2023
Q4
$262K Buy
1,325
+100
+8% +$19.7K 0.08% 194
2023
Q3
$213K Hold
1,225
0.08% 207
2023
Q2
$211K Buy
1,225
+9
+0.7% +$1.55K 0.08% 211
2023
Q1
$202K Buy
+1,216
New +$202K 0.08% 201