Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
139
+22
+19% +$29.5K 0.07% 149
2025
Q1
$109K Sell
117
-1
-0.8% -$933 0.04% 187
2024
Q4
$105K Buy
118
+1
+0.9% +$891 0.04% 194
2024
Q3
$83K Sell
117
-4
-3% -$2.84K 0.03% 218
2024
Q2
$75.3K Buy
121
+26
+27% +$16.2K 0.03% 212
2024
Q1
$46.3K Hold
95
0.02% 251
2023
Q4
$46.3K Buy
+95
New +$46.3K 0.02% 251