Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
1,299
-1
-0.1% -$209 0.09% 132
2025
Q1
$282K Sell
1,300
-7
-0.5% -$1.52K 0.1% 120
2024
Q4
$270K Hold
1,307
0.1% 119
2024
Q3
$230K Buy
1,307
+62
+5% +$10.9K 0.08% 133
2024
Q2
$201K Sell
1,245
-159
-11% -$25.6K 0.07% 134
2024
Q1
$209K Buy
+1,404
New +$209K 0.08% 133