Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Sell
949
-660
-41% -$138K 0.02% 196
2025
Q1
$274K Sell
1,609
-23
-1% -$3.92K 0.03% 165
2024
Q4
$289K Sell
1,632
-322
-16% -$57K 0.04% 159
2024
Q3
$377K Buy
1,954
+44
+2% +$8.49K 0.05% 128
2024
Q2
$348K Sell
1,910
-44
-2% -$8.01K 0.05% 127
2024
Q1
$377K Hold
1,954
0.05% 128
2023
Q4
$509K Buy
1,954
+636
+48% +$166K 0.08% 119
2023
Q3
$253K Sell
1,318
-210
-14% -$40.3K 0.05% 142
2023
Q2
$323K Buy
+1,528
New +$323K 0.06% 136