Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Sell
10,723
-415
-4% -$29.5K 0.07% 124
2025
Q1
$707K Buy
11,138
+9,528
+592% +$605K 0.07% 134
2024
Q4
$122K Hold
1,610
0.01% 227
2024
Q3
$142K Sell
1,610
-149
-8% -$13.2K 0.01% 221
2024
Q2
$133K Buy
1,759
+70
+4% +$5.28K 0.01% 221
2024
Q1
$159K Sell
1,689
-319
-16% -$30K 0.02% 209
2023
Q4
$218K Sell
2,008
-167
-8% -$18.1K 0.02% 196
2023
Q3
$208K Buy
2,175
+256
+13% +$24.5K 0.02% 190
2023
Q2
$212K Hold
1,919
0.02% 190
2023
Q1
$235K Hold
1,919
0.03% 181
2022
Q4
$225K Buy
1,919
+54
+3% +$6.33K 0.03% 190
2022
Q3
$155K Hold
1,865
0.02% 208
2022
Q2
$191K Buy
+1,865
New +$191K 0.02% 198