Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Hold
14,457
0.01% 76
2025
Q1
$347K Sell
14,457
-262
-2% -$6.29K 0.02% 73
2024
Q4
$314K Sell
14,719
-124
-0.8% -$2.65K 0.01% 77
2024
Q3
$343K Sell
14,843
-228
-2% -$5.27K 0.02% 75
2024
Q2
$274K Buy
15,071
+257
+2% +$4.67K 0.01% 75
2024
Q1
$318K Sell
14,814
-258
-2% -$5.54K 0.02% 73
2023
Q4
$325K Sell
15,072
-1,626
-10% -$35.1K 0.02% 74
2023
Q3
$335K Buy
+16,698
New +$335K 0.02% 68