Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
600
0.01% 84
2025
Q1
$239K Sell
600
-19
-3% -$7.57K 0.01% 81
2024
Q4
$222K Sell
619
-15
-2% -$5.38K 0.01% 86
2024
Q3
$219K Sell
634
-267
-30% -$92.2K 0.01% 85
2024
Q2
$265K Buy
901
+29
+3% +$8.53K 0.01% 77
2024
Q1
$291K Buy
872
+72
+9% +$24K 0.01% 75
2023
Q4
$233K Buy
800
+73
+10% +$21.3K 0.01% 83
2023
Q3
$236K Sell
727
-38
-5% -$12.3K 0.01% 77
2023
Q2
$264K Buy
+765
New +$264K 0.02% 75