Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
995
-173
-15% -$24.8K 0.07% 145
2025
Q1
$141K Hold
1,168
0.07% 143
2024
Q4
$136K Hold
1,168
0.07% 146
2024
Q3
$176K Sell
1,168
-80
-6% -$12K 0.09% 136
2024
Q2
$197K Sell
1,248
-134
-10% -$21.2K 0.1% 126
2024
Q1
$273K Hold
1,382
0.14% 109
2023
Q4
$241K Sell
1,382
-60
-4% -$10.4K 0.14% 117
2023
Q3
$225K Hold
1,442
0.14% 116
2023
Q2
$248K Buy
+1,442
New +$248K 0.15% 115