Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
2,247
+8
+0.4% +$979 0.08% 193
2025
Q1
$204K Sell
2,239
-694
-24% -$63.2K 0.06% 212
2024
Q4
$337K Buy
2,933
+2
+0.1% +$230 0.1% 164
2024
Q3
$347K Buy
2,931
+692
+31% +$81.9K 0.1% 166
2024
Q2
$308K Hold
2,239
0.1% 143
2024
Q1
$256K Buy
+2,239
New +$256K 0.08% 165
2021
Q4
Sell
-4,418
Closed -$232K 172
2021
Q3
$232K Hold
4,418
0.08% 159
2021
Q2
$223K Buy
+4,418
New +$223K 0.1% 151