Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
424
-31
-7% -$9.85K 0.1% 81
2025
Q1
$118K Hold
455
0.09% 83
2024
Q4
$184K Sell
455
-97
-18% -$39.2K 0.12% 71
2024
Q3
$144K Sell
552
-195
-26% -$51K 0.1% 81
2024
Q2
$148K Buy
747
+400
+115% +$79.2K 0.1% 81
2024
Q1
$61K Buy
+347
New +$61K 0.04% 119