Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
1,184
-27
-2% -$2.83K ﹤0.01% 3454
2025
Q1
$121K Sell
1,211
-6
-0.5% -$599 ﹤0.01% 3322
2024
Q4
$133K Sell
1,217
-3
-0.2% -$328 ﹤0.01% 3385
2024
Q3
$140K Buy
1,220
+165
+16% +$19K ﹤0.01% 3394
2024
Q2
$105K Sell
1,055
-395
-27% -$39.4K ﹤0.01% 3507
2024
Q1
$160K Buy
1,450
+130
+10% +$14.4K ﹤0.01% 3273
2023
Q4
$142K Sell
1,320
-50
-4% -$5.36K ﹤0.01% 3339
2023
Q3
$135K Buy
1,370
+80
+6% +$7.88K ﹤0.01% 3355
2023
Q2
$136K Buy
+1,290
New +$136K ﹤0.01% 3410