Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
1,666
-20
-1% -$2.77K 0.01% 268
2025
Q1
$269K Sell
1,686
-67
-4% -$10.7K 0.01% 249
2024
Q4
$233K Sell
1,753
-353
-17% -$47K 0.01% 256
2024
Q3
$286K Sell
2,106
-338
-14% -$45.9K 0.01% 242
2024
Q2
$361K Sell
2,444
-7
-0.3% -$1.03K 0.01% 221
2024
Q1
$374K Hold
2,451
0.01% 216
2023
Q4
$353K Sell
2,451
-11
-0.4% -$1.59K 0.01% 218
2023
Q3
$377K Buy
2,462
+12
+0.5% +$1.84K 0.01% 210
2023
Q2
$333K Sell
2,450
-100
-4% -$13.6K 0.01% 232
2023
Q1
$337K Hold
2,550
0.01% 221
2022
Q4
$362K Sell
2,550
-296
-10% -$42K 0.02% 155
2022
Q3
$310K Sell
2,846
-699
-20% -$76.1K 0.02% 165
2022
Q2
$376K Buy
3,545
+1,630
+85% +$173K 0.02% 159
2022
Q1
$205K Buy
+1,915
New +$205K 0.01% 198