Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
7,426
+210
+3% +$6.29K 0.06% 203
2025
Q1
$244K Sell
7,216
-647
-8% -$21.9K 0.08% 181
2024
Q4
$247K Hold
7,863
0.08% 190
2024
Q3
$247K Sell
7,863
-327
-4% -$10.3K 0.08% 191
2024
Q2
$296K Sell
8,190
-882
-10% -$31.8K 0.1% 169
2024
Q1
$342K Sell
9,072
-481
-5% -$18.1K 0.12% 158
2023
Q4
$338K Sell
9,553
-1,422
-13% -$50.3K 0.14% 144
2023
Q3
$425K Sell
10,975
-10
-0.1% -$387 0.2% 121
2023
Q2
$388K Buy
10,985
+17
+0.2% +$600 0.18% 131
2023
Q1
$416K Buy
10,968
+15
+0.1% +$569 0.22% 120
2022
Q4
$383K Buy
+10,953
New +$383K 0.22% 115