Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
573
+10
+2% +$3.87K 0.08% 201
2025
Q1
$216K Hold
563
0.08% 199
2024
Q4
$250K Sell
563
-10
-2% -$4.45K 0.09% 189
2024
Q3
$297K Buy
573
+73
+15% +$37.8K 0.11% 167
2024
Q2
$278K Sell
500
-20
-4% -$11.1K 0.11% 167
2024
Q1
$262K Buy
520
+7
+1% +$3.53K 0.1% 172
2023
Q4
$306K Buy
513
+43
+9% +$25.7K 0.13% 151
2023
Q3
$240K Buy
+470
New +$240K 0.11% 169