Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
1,126
-113
-9% -$34.3K 0.18% 126
2025
Q1
$408K Buy
1,239
+105
+9% +$34.5K 0.24% 106
2024
Q4
$333K Sell
1,134
-5
-0.4% -$1.47K 0.19% 126
2024
Q3
$395K Buy
1,139
+29
+3% +$10K 0.24% 109
2024
Q2
$373K Hold
1,110
0.24% 103
2024
Q1
$403K Hold
1,110
0.28% 91
2023
Q4
$332K Hold
1,110
0.38% 72
2023
Q3
$346K Buy
1,110
+110
+11% +$34.3K 0.47% 61
2023
Q2
$281K Hold
1,000
0.26% 100
2023
Q1
$265K Hold
1,000
0.25% 106
2022
Q4
$331K Hold
1,000
0.3% 94
2022
Q3
$277K Hold
1,000
0.25% 98
2022
Q2
$263K Hold
1,000
0.22% 102
2022
Q1
$239K Hold
1,000
0.17% 127
2021
Q4
$236K Hold
1,000
0.16% 133
2021
Q3
$202K Hold
1,000
0.14% 143
2021
Q2
$233K Buy
+1,000
New +$233K 0.17% 130