Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
290
-194
-40% -$88.1K 0.01% 693
2025
Q1
$179K Buy
484
+194
+67% +$71.7K 0.02% 590
2024
Q4
$133K Buy
290
+18
+7% +$8.23K 0.01% 692
2024
Q3
$117K Buy
272
+8
+3% +$3.44K 0.01% 725
2024
Q2
$96.4K Hold
264
0.01% 739
2024
Q1
$92.5K Hold
264
0.01% 733
2023
Q4
$56.9K Hold
264
0.01% 788
2023
Q3
$55.5K Hold
264
0.01% 777
2023
Q2
$48.8K Sell
264
-689
-72% -$127K 0.01% 803
2023
Q1
$153K Buy
+953
New +$153K 0.02% 483