Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Buy
5,793
+149
+3% +$12.4K 0.03% 235
2025
Q1
$483K Hold
5,644
0.03% 232
2024
Q4
$428K Sell
5,644
-2,656
-32% -$201K 0.03% 236
2024
Q3
$546K Buy
8,300
+756
+10% +$49.7K 0.04% 213
2024
Q2
$404K Hold
7,544
0.03% 209
2024
Q1
$399K Sell
7,544
-90
-1% -$4.76K 0.03% 247
2023
Q4
$386K Sell
7,634
-820
-10% -$41.5K 0.03% 245
2023
Q3
$391K Buy
8,454
+456
+6% +$21.1K 0.03% 245
2023
Q2
$389K Buy
7,998
+26
+0.3% +$1.27K 0.03% 245
2023
Q1
$429K Buy
7,972
+2,980
+60% +$161K 0.04% 235
2022
Q4
$281K Sell
4,992
-160
-3% -$9K 0.03% 287
2022
Q3
$260K Buy
+5,152
New +$260K 0.03% 285