Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
17,346
+200
+1% +$1.16K 0.01% 470
2025
Q1
$83.3K Hold
17,146
0.01% 450
2024
Q4
$132K Sell
17,146
-3,553
-17% -$27.4K 0.01% 452
2024
Q3
$132K Buy
20,699
+57
+0.3% +$364 0.01% 486
2024
Q2
$111K Sell
20,642
-16
-0.1% -$86 0.01% 557
2024
Q1
$142K Buy
20,658
+2,706
+15% +$18.6K 0.01% 559
2023
Q4
$98.2K Buy
17,952
+5,372
+43% +$29.4K 0.01% 524
2023
Q3
$42.4K Buy
+12,580
New +$42.4K ﹤0.01% 491