Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
203
-145
-42% -$79.9K 0.04% 132
2025
Q1
$206K Sell
348
-26
-7% -$15.4K 0.07% 109
2024
Q4
$230K Sell
374
-27
-7% -$16.6K 0.08% 104
2024
Q3
$217K Sell
401
-14
-3% -$7.59K 0.07% 108
2024
Q2
$178K Buy
415
+2
+0.5% +$860 0.06% 116
2024
Q1
$163K Buy
413
+88
+27% +$34.6K 0.06% 133
2023
Q4
$124K Buy
325
+23
+8% +$8.75K 0.06% 127
2023
Q3
$148K Buy
+302
New +$148K 0.08% 121