Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Sell
784
-76
-9% -$18.3K 0.06% 102
2025
Q1
$195K Sell
860
-65
-7% -$14.7K 0.07% 114
2024
Q4
$190K Sell
925
-64
-6% -$13.2K 0.06% 116
2024
Q3
$240K Sell
989
-35
-3% -$8.49K 0.08% 104
2024
Q2
$225K Buy
1,024
+7
+0.7% +$1.54K 0.08% 105
2024
Q1
$229K Buy
1,017
+344
+51% +$77.3K 0.08% 109
2023
Q4
$148K Hold
673
0.07% 119
2023
Q3
$148K Buy
673
+162
+32% +$35.5K 0.08% 122
2023
Q2
$115K Buy
+511
New +$115K 0.06% 137