Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
2,840
-153
-5% -$5.88K 0.04% 199
2025
Q1
$116K Sell
2,993
-118
-4% -$4.57K 0.05% 177
2024
Q4
$105K Buy
3,111
+8
+0.3% +$271 0.04% 191
2024
Q3
$127K Buy
3,103
+9
+0.3% +$368 0.06% 172
2024
Q2
$119K Sell
3,094
-233
-7% -$8.97K 0.05% 175
2024
Q1
$143K Sell
3,327
-392
-11% -$16.8K 0.07% 158
2023
Q4
$138K Sell
3,719
-1,269
-25% -$47K 0.07% 151
2023
Q3
$181K Sell
4,988
-1,573
-24% -$57K 0.11% 131
2023
Q2
$234K Sell
6,561
-843
-11% -$30K 0.14% 114
2023
Q1
$263K Sell
7,404
-824
-10% -$29.3K 0.17% 104
2022
Q4
$289K Hold
8,228
0.19% 96
2022
Q3
$289K Buy
+8,228
New +$289K 0.19% 96