Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
6,891
-228
-3% -$7.81K ﹤0.01% 1027
2025
Q1
$264K Buy
7,119
+728
+11% +$27K ﹤0.01% 943
2024
Q4
$247K Sell
6,391
-475
-7% -$18.4K ﹤0.01% 973
2024
Q3
$241K Buy
6,866
+240
+4% +$8.42K ﹤0.01% 983
2024
Q2
$245K Buy
6,626
+82
+1% +$3.03K ﹤0.01% 932
2024
Q1
$258K Sell
6,544
-1,021
-13% -$40.2K ﹤0.01% 938
2023
Q4
$358K Buy
+7,565
New +$358K 0.01% 822