Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Hold
234
0.01% 379
2025
Q1
$155K Sell
234
-31
-12% -$20.5K 0.01% 388
2024
Q4
$184K Sell
265
-40
-13% -$27.7K 0.01% 375
2024
Q3
$254K Sell
305
-42
-12% -$35K 0.02% 356
2024
Q2
$355K Sell
347
-34
-9% -$34.8K 0.03% 309
2024
Q1
$370K Sell
381
-17
-4% -$16.5K 0.03% 309
2023
Q4
$301K Buy
398
+7
+2% +$5.3K 0.02% 321
2023
Q3
$230K Buy
+391
New +$230K 0.02% 291