Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
478
-15
-3% -$7.52K 0.02% 349
2025
Q1
$230K Sell
493
-205
-29% -$95.5K 0.02% 356
2024
Q4
$330K Hold
698
0.02% 310
2024
Q3
$331K Sell
698
-104
-13% -$49.4K 0.02% 327
2024
Q2
$338K Sell
802
-179
-18% -$75.3K 0.02% 314
2024
Q1
$386K Hold
981
0.03% 303
2023
Q4
$383K Buy
981
+8
+0.8% +$3.12K 0.03% 293
2023
Q3
$308K Buy
+973
New +$308K 0.03% 263