Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
11,033
-29
-0.3% -$839 0.12% 110
2025
Q1
$313K Sell
11,062
-67
-0.6% -$1.9K 0.13% 105
2024
Q4
$253K Buy
11,129
+88
+0.8% +$2K 0.11% 122
2024
Q3
$243K Sell
11,041
-652
-6% -$14.3K 0.11% 123
2024
Q2
$223K Buy
11,693
+113
+1% +$2.16K 0.1% 126
2024
Q1
$204K Sell
11,580
-1,097
-9% -$19.3K 0.1% 131
2023
Q4
$213K Sell
12,677
-2,425
-16% -$40.7K 0.12% 127
2023
Q3
$227K Buy
15,102
+1,321
+10% +$19.8K 0.13% 114
2023
Q2
$220K Buy
13,781
+139
+1% +$2.22K 0.13% 124
2023
Q1
$263K Buy
13,642
+4,946
+57% +$95.2K 0.17% 105
2022
Q4
$160K Hold
8,696
0.11% 128
2022
Q3
$160K Buy
+8,696
New +$160K 0.11% 128