Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
1,689
-11
-0.6% -$2.18K 0.24% 82
2025
Q1
$349K Hold
1,700
0.36% 73
2024
Q4
$390K Buy
1,700
+13
+0.8% +$2.98K 0.37% 61
2024
Q3
$469K Sell
1,687
-33
-2% -$9.18K 0.48% 49
2024
Q2
$430K Buy
1,720
+27
+2% +$6.75K 0.47% 50
2024
Q1
$420K Sell
1,693
-46
-3% -$11.4K 0.5% 50
2023
Q4
$402K Buy
+1,739
New +$402K 0.52% 49