Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
128
-11
-8% -$9.85K 0.08% 142
2025
Q1
$94.5K Sell
139
-10
-7% -$6.8K 0.07% 154
2024
Q4
$93.9K Hold
149
0.07% 153
2024
Q3
$115K Hold
149
0.08% 148
2024
Q2
$121K Sell
149
-2
-1% -$1.63K 0.09% 142
2024
Q1
$105K Sell
151
-4
-3% -$2.79K 0.07% 151
2023
Q4
$91.7K Hold
155
0.07% 151
2023
Q3
$71K Hold
155
0.06% 169
2023
Q2
$75K Hold
155
0.05% 217
2023
Q1
$62K Sell
155
-8
-5% -$3.2K 0.04% 210
2022
Q4
$61.5K Hold
163
0.04% 206
2022
Q3
$49K Hold
163
0.04% 204
2022
Q2
$52K Sell
163
-60
-27% -$19.1K 0.04% 189
2022
Q1
$82K Sell
223
-5
-2% -$1.84K 0.05% 180
2021
Q4
$98K Buy
+228
New +$98K 0.06% 169