Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$164K Sell
1,270
-54
-4% -$6.97K 0.01% 898
2025
Q1
$159K Buy
1,324
+1,323
+132,300% +$159K 0.01% 856
2024
Q4
$146 Sell
1
-1,253
-100% -$183K 0.01% 843
2024
Q3
$188K Sell
1,254
-43
-3% -$6.45K 0.02% 804
2024
Q2
$205K Buy
1,297
+102
+9% +$16.1K 0.02% 745
2024
Q1
$236K Buy
1,195
+2
+0.2% +$395 0.02% 681
2023
Q4
$207K Sell
1,193
-97
-8% -$16.8K 0.02% 716
2023
Q3
$201K Buy
+1,290
New +$201K 0.02% 682