Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.6K Hold
235
0.05% 107
2025
Q1
$73.2K Sell
235
-220
-48% -$68.5K 0.05% 100
2024
Q4
$119K Hold
455
0.08% 89
2024
Q3
$147K Sell
455
-25
-5% -$8.06K 0.1% 78
2024
Q2
$150K Hold
480
0.11% 79
2024
Q1
$136K Buy
+480
New +$136K 0.1% 88