Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Sell
984
-32
-3% -$5.79K 0.01% 873
2025
Q1
$174K Buy
1,016
+1,015
+101,500% +$174K 0.01% 830
2024
Q4
$183 Sell
1
-1,046
-100% -$191K 0.02% 777
2024
Q3
$179K Sell
1,047
-44
-4% -$7.52K 0.02% 816
2024
Q2
$181K Sell
1,091
-203
-16% -$33.7K 0.02% 781
2024
Q1
$236K Hold
1,294
0.02% 680
2023
Q4
$213K Sell
1,294
-3
-0.2% -$494 0.02% 703
2023
Q3
$191K Buy
+1,297
New +$191K 0.02% 702