Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
22,162
+326
+1% +$3.53K 0.03% 141
2025
Q1
$219K Hold
21,836
0.03% 157
2024
Q4
$216K Sell
21,836
-6,592
-23% -$65.2K 0.03% 169
2024
Q3
$300K Buy
28,428
+6,519
+30% +$68.8K 0.04% 148
2024
Q2
$275K Sell
21,909
-486
-2% -$6.1K 0.04% 147
2024
Q1
$297 Buy
22,395
+91
+0.4% +$1 0.05% 141
2023
Q4
$272K Buy
22,304
+11,392
+104% +$139K 0.05% 141
2023
Q3
$136K Buy
+10,912
New +$136K 0.03% 148