Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Buy
3,163
+7
+0.2% +$905 0.12% 111
2025
Q1
$377K Sell
3,156
-491
-13% -$58.7K 0.12% 115
2024
Q4
$423K Buy
3,647
+8
+0.2% +$928 0.13% 111
2024
Q3
$491K Buy
3,639
+524
+17% +$70.8K 0.14% 106
2024
Q2
$423K Buy
3,115
+8
+0.3% +$1.09K 0.13% 114
2024
Q1
$402K Hold
3,107
0.13% 119
2023
Q4
$355K Hold
3,107
0.13% 117
2023
Q3
$301K Hold
3,107
0.12% 124
2023
Q2
$350K Sell
3,107
-1,039
-25% -$117K 0.14% 120
2023
Q1
$434K Hold
4,146
0.19% 96
2022
Q4
$458K Buy
+4,146
New +$458K 0.24% 91