Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Sell
7,600
-1,500
-16% -$36.4K 0.08% 143
2025
Q1
$231K Hold
9,100
0.11% 127
2024
Q4
$241K Sell
9,100
-800
-8% -$21.2K 0.11% 124
2024
Q3
$287K Sell
9,900
-270
-3% -$7.81K 0.13% 113
2024
Q2
$285K Buy
10,170
+175
+2% +$4.9K 0.14% 104
2024
Q1
$277K Hold
9,995
0.14% 113
2023
Q4
$288K Sell
9,995
-917
-8% -$26.4K 0.17% 98
2023
Q3
$362K Buy
10,912
+367
+3% +$12.2K 0.25% 90
2023
Q2
$387K Hold
10,545
0.26% 88
2023
Q1
$430K Sell
10,545
-1,150
-10% -$46.9K 0.28% 90
2022
Q4
$599K Buy
+11,695
New +$599K 0.34% 78