Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Hold
1,169
0.06% 150
2025
Q1
$141K Sell
1,169
-181
-13% -$21.8K 0.07% 149
2024
Q4
$158K Sell
1,350
-100
-7% -$11.7K 0.07% 141
2024
Q3
$218K Sell
1,450
-55
-4% -$8.27K 0.1% 130
2024
Q2
$238K Sell
1,505
-55
-4% -$8.69K 0.12% 117
2024
Q1
$309K Sell
1,560
-103
-6% -$20.4K 0.16% 105
2023
Q4
$289K Sell
1,663
-13
-0.8% -$2.26K 0.17% 97
2023
Q3
$262K Sell
1,676
-3
-0.2% -$469 0.18% 103
2023
Q2
$275K Sell
1,679
-2,710
-62% -$444K 0.19% 100
2023
Q1
$678K Sell
4,389
-2,684
-38% -$415K 0.44% 67
2022
Q4
$932K Buy
+7,073
New +$932K 0.53% 57