Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Sell
5,522
-36
-0.6% -$3.36K 0.37% 45
2025
Q1
$405K Hold
5,558
0.41% 58
2024
Q4
$335K Buy
5,558
+44
+0.8% +$2.65K 0.32% 76
2024
Q3
$414K Buy
5,514
+138
+3% +$10.4K 0.42% 60
2024
Q2
$391K Buy
5,376
+40
+0.7% +$2.91K 0.43% 57
2024
Q1
$408K Sell
5,336
-105
-2% -$8.02K 0.49% 52
2023
Q4
$335K Buy
+5,441
New +$335K 0.43% 63