Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
2,211
+305
+16% +$30.8K ﹤0.01% 861
2025
Q1
$186K Sell
1,906
-26
-1% -$2.53K ﹤0.01% 917
2024
Q4
$197K Buy
1,932
+96
+5% +$9.78K ﹤0.01% 880
2024
Q3
$205K Sell
1,836
-35
-2% -$3.92K ﹤0.01% 849
2024
Q2
$179K Sell
1,871
-126
-6% -$12K ﹤0.01% 867
2024
Q1
$177K Sell
1,997
-526
-21% -$46.6K ﹤0.01% 878
2023
Q4
$208K Buy
2,523
+2,470
+4,660% +$203K ﹤0.01% 776
2023
Q3
$4.48K Buy
+53
New +$4.48K ﹤0.01% 2523