Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$676K Sell
7,244
-32
-0.4% -$2.99K 0.04% 203
2025
Q1
$530K Buy
7,276
+450
+7% +$32.8K 0.04% 219
2024
Q4
$412K Buy
6,826
+4,000
+142% +$241K 0.03% 242
2024
Q3
$212K Sell
2,826
-2,535
-47% -$191K 0.01% 317
2024
Q2
$390K Sell
5,361
-51
-0.9% -$3.71K 0.03% 212
2024
Q1
$417K Hold
5,412
0.03% 241
2023
Q4
$333K Hold
5,412
0.03% 267
2023
Q3
$249K Sell
5,412
-7,156
-57% -$329K 0.02% 293
2023
Q2
$543K Sell
12,568
-51
-0.4% -$2.2K 0.05% 212
2023
Q1
$400K Sell
12,619
-650
-5% -$20.6K 0.04% 242
2022
Q4
$328K Buy
13,269
+270
+2% +$6.68K 0.03% 265
2022
Q3
$344K Buy
+12,999
New +$344K 0.04% 250