Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Sell
3,198
-87
-3% -$19K 0.03% 390
2025
Q1
$447K Hold
3,285
0.02% 460
2024
Q4
$473K Sell
3,285
-425
-11% -$61.2K 0.02% 439
2024
Q3
$445K Sell
3,710
-193
-5% -$23.1K 0.02% 450
2024
Q2
$425K Sell
3,903
-490
-11% -$53.3K 0.02% 450
2024
Q1
$588K Sell
4,393
-1,291
-23% -$173K 0.03% 390
2023
Q4
$724K Hold
5,684
0.04% 343
2023
Q3
$721K Sell
5,684
-587
-9% -$74.5K 0.04% 329
2023
Q2
$677K Buy
+6,271
New +$677K 0.04% 345