Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Sell
3,591
-496
-12% -$67.5K 0.2% 87
2025
Q1
$542K Hold
4,087
0.26% 80
2024
Q4
$462K Buy
4,087
+56
+1% +$6.33K 0.22% 86
2024
Q3
$460K Sell
4,031
-40
-1% -$4.56K 0.21% 93
2024
Q2
$423K Sell
4,071
-104
-2% -$10.8K 0.21% 91
2024
Q1
$474K Hold
4,175
0.24% 86
2023
Q4
$459K Sell
4,175
-30
-0.7% -$3.3K 0.27% 80
2023
Q3
$407K Buy
4,205
+131
+3% +$12.7K 0.28% 84
2023
Q2
$444K Sell
4,074
-1
-0% -$109 0.3% 77
2023
Q1
$413K Sell
4,075
-2,019
-33% -$204K 0.27% 93
2022
Q4
$669K Buy
+6,094
New +$669K 0.38% 72