Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
370
-4
-1% -$1.32K 0.01% 989
2025
Q1
$123K Buy
+374
New +$123K 0.01% 930
2024
Q4
Sell
-318
Closed -$110K 1401
2024
Q3
$110K Buy
318
+25
+9% +$8.65K 0.01% 957
2024
Q2
$96K Sell
293
-7
-2% -$2.29K 0.01% 966
2024
Q1
$118K Sell
300
-47
-14% -$18.5K 0.01% 907
2023
Q4
$103K Buy
347
+72
+26% +$21.4K 0.01% 935
2023
Q3
$78K Buy
+275
New +$78K 0.01% 1004