Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
1,492
+156
+12% +$49.6K 0.11% 125
2025
Q1
$346K Sell
1,336
-248
-16% -$64.3K 0.1% 136
2024
Q4
$640K Buy
1,584
+249
+19% +$101K 0.19% 86
2024
Q3
$349K Hold
1,335
0.11% 134
2024
Q2
$264K Hold
1,335
0.1% 143
2024
Q1
$235K Sell
1,335
-291
-18% -$51.2K 0.09% 144
2023
Q4
$404K Buy
1,626
+31
+2% +$7.7K 0.17% 95
2023
Q3
$399K Sell
1,595
-88
-5% -$22K 0.2% 90
2023
Q2
$441K Buy
1,683
+63
+4% +$16.5K 0.23% 79
2023
Q1
$336K Buy
+1,620
New +$336K 0.22% 93