Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
560
-454
-45% -$83.2K 0.01% 255
2025
Q1
$178K Buy
1,014
+3
+0.3% +$527 0.02% 209
2024
Q4
$190K Buy
1,011
+233
+30% +$43.7K 0.02% 197
2024
Q3
$138K Hold
778
0.02% 185
2024
Q2
$140K Sell
778
-216
-22% -$39K 0.02% 186
2024
Q1
$176K Hold
994
0.03% 168
2023
Q4
$153K Buy
994
+46
+5% +$7.07K 0.02% 180
2023
Q3
$132K Buy
948
+1
+0.1% +$140 0.02% 189
2023
Q2
$140K Buy
+947
New +$140K 0.02% 191