Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
813
-12
-1% -$4.64K 0.07% 152
2025
Q1
$316K Sell
825
-52
-6% -$19.9K 0.08% 150
2024
Q4
$390K Sell
877
-54
-6% -$24K 0.1% 123
2024
Q3
$482K Buy
931
+71
+8% +$36.8K 0.13% 119
2024
Q2
$478K Sell
860
-100
-10% -$55.6K 0.14% 122
2024
Q1
$484K Buy
960
+16
+2% +$8.07K 0.14% 120
2023
Q4
$563K Buy
+944
New +$563K 0.19% 105