Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
624
-3
-0.5% -$992 0.1% 172
2025
Q1
$206K Sell
627
-277
-31% -$91.1K 0.11% 170
2024
Q4
$250K Hold
904
0.14% 149
2024
Q3
$313K Buy
904
+16
+2% +$5.54K 0.17% 125
2024
Q2
$294K Hold
888
0.17% 134
2024
Q1
$323K Buy
888
+185
+26% +$67.2K 0.2% 127
2023
Q4
$211K Sell
703
-2
-0.3% -$599 0.14% 156
2023
Q3
$202K Buy
+705
New +$202K 0.15% 153
2023
Q1
Sell
-701
Closed -$232K 168
2022
Q4
$232K Buy
+701
New +$232K 0.17% 137