Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.5K Hold
1,279
0.04% 178
2025
Q1
$81.2K Hold
1,279
0.04% 198
2024
Q4
$96.8K Sell
1,279
-100
-7% -$7.57K 0.05% 174
2024
Q3
$122K Sell
1,379
-260
-16% -$23K 0.06% 161
2024
Q2
$124K Sell
1,639
-1,163
-42% -$87.7K 0.06% 159
2024
Q1
$263K Sell
2,802
-110
-4% -$10.3K 0.14% 112
2023
Q4
$316K Sell
2,912
-236
-7% -$25.6K 0.18% 104
2023
Q3
$301K Buy
3,148
+330
+12% +$31.6K 0.19% 103
2023
Q2
$311K Buy
+2,818
New +$311K 0.19% 103