Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
3,174
-33
-1% -$2.44K 0.02% 780
2025
Q1
$257K Buy
3,207
+3,204
+106,800% +$257K 0.02% 685
2024
Q4
$236 Sell
3
-3,003
-100% -$236K 0.02% 700
2024
Q3
$230K Sell
3,006
-16
-0.5% -$1.22K 0.02% 740
2024
Q2
$239K Buy
3,022
+562
+23% +$44.4K 0.02% 694
2024
Q1
$216K Buy
2,460
+611
+33% +$53.6K 0.02% 727
2023
Q4
$159K Sell
1,849
-19
-1% -$1.63K 0.02% 811
2023
Q3
$148K Buy
+1,868
New +$148K 0.02% 794