Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
4,843
-1,984
-29% -$48.5K 0.01% 268
2025
Q1
$223K Hold
6,827
0.02% 176
2024
Q4
$223K Buy
6,827
+53
+0.8% +$1.73K 0.02% 176
2024
Q3
$243K Buy
6,774
+53
+0.8% +$1.9K 0.02% 162
2024
Q2
$235K Buy
6,721
+122
+2% +$4.27K 0.02% 164
2024
Q1
$199K Hold
6,599
0.02% 177
2023
Q4
$199K Sell
6,599
-935
-12% -$28.1K 0.02% 177
2023
Q3
$194K Buy
7,534
+65
+0.9% +$1.67K 0.02% 166
2023
Q2
$229K Buy
7,469
+66
+0.9% +$2.03K 0.02% 153
2023
Q1
$217K Hold
7,403
0.03% 151
2022
Q4
$199K Buy
+7,403
New +$199K 0.03% 159