Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
9,669
-19
-0.2% -$615 0.03% 662
2025
Q1
$299K Buy
9,688
+9,680
+121,000% +$299K 0.03% 622
2024
Q4
$243 Sell
8
-8,881
-100% -$270K 0.02% 691
2024
Q3
$269K Buy
8,889
+5
+0.1% +$151 0.02% 691
2024
Q2
$273K Buy
8,884
+1,804
+25% +$55.4K 0.02% 646
2024
Q1
$224K Sell
7,080
-23
-0.3% -$728 0.02% 705
2023
Q4
$241K Sell
7,103
-2,094
-23% -$71K 0.02% 658
2023
Q3
$293K Buy
+9,197
New +$293K 0.03% 561