Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
4,233
-3
-0.1% -$362 0.02% 195
2025
Q1
$493K Buy
4,236
+16
+0.4% +$1.86K 0.02% 191
2024
Q4
$506K Hold
4,220
0.02% 188
2024
Q3
$449K Sell
4,220
-4
-0.1% -$425 0.02% 193
2024
Q2
$399K Sell
4,224
-125
-3% -$11.8K 0.02% 199
2024
Q1
$481K Sell
4,349
-2
-0% -$221 0.02% 203
2023
Q4
$377K Sell
4,351
-6
-0.1% -$520 0.02% 219
2023
Q3
$306K Sell
4,357
-12
-0.3% -$843 0.02% 220
2023
Q2
$291K Hold
4,369
0.01% 227
2023
Q1
$258K Hold
4,369
0.01% 234
2022
Q4
$205K Buy
+4,369
New +$205K 0.01% 260