Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
1,513
-135
-8% -$11.9K 0.01% 229
2025
Q1
$116K Hold
1,648
0.01% 241
2024
Q4
$123K Sell
1,648
-130
-7% -$9.66K 0.02% 234
2024
Q3
$116K Buy
1,778
+69
+4% +$4.5K 0.02% 201
2024
Q2
$102K Sell
1,709
-69
-4% -$4.14K 0.01% 223
2024
Q1
$116K Sell
1,778
-31
-2% -$2.02K 0.02% 201
2023
Q4
$166K Sell
1,809
-48
-3% -$4.4K 0.03% 171
2023
Q3
$131K Buy
1,857
+374
+25% +$26.4K 0.02% 190
2023
Q2
$94.9K Buy
+1,483
New +$94.9K 0.02% 218