Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
1,651
+79
+5% +$14.7K 0.13% 117
2025
Q1
$329K Sell
1,572
-75
-5% -$15.7K 0.16% 106
2024
Q4
$293K Hold
1,647
0.14% 110
2024
Q3
$325K Sell
1,647
-39
-2% -$7.7K 0.15% 106
2024
Q2
$289K Sell
1,686
-6
-0.4% -$1.03K 0.14% 103
2024
Q1
$308K Hold
1,692
0.16% 106
2023
Q4
$262K Buy
1,692
+107
+7% +$16.6K 0.16% 104
2023
Q3
$236K Buy
1,585
+235
+17% +$35K 0.16% 110
2023
Q2
$182K Sell
1,350
-870
-39% -$117K 0.12% 128
2023
Q1
$354K Hold
2,220
0.23% 101
2022
Q4
$359K Buy
+2,220
New +$359K 0.21% 106