Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
3,875
-5
-0.1% -$379 0.02% 301
2025
Q1
$277K Hold
3,880
0.02% 291
2024
Q4
$340K Sell
3,880
-77
-2% -$6.75K 0.02% 278
2024
Q3
$331K Buy
3,957
+77
+2% +$6.44K 0.02% 280
2024
Q2
$295K Sell
3,880
-350
-8% -$26.6K 0.02% 290
2024
Q1
$304K Buy
4,230
+130
+3% +$9.34K 0.02% 292
2023
Q4
$306K Buy
4,100
+876
+27% +$65.5K 0.03% 286
2023
Q3
$219K Buy
+3,224
New +$219K 0.02% 306