Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Hold
3,543
0.03% 260
2025
Q1
$120K Sell
3,543
-95
-3% -$3.21K 0.04% 243
2024
Q4
$108K Sell
3,638
-655
-15% -$19.4K 0.04% 245
2024
Q3
$135K Sell
4,293
-336
-7% -$10.5K 0.05% 228
2024
Q2
$167K Sell
4,629
-52
-1% -$1.88K 0.07% 198
2024
Q1
$176K Buy
4,681
+311
+7% +$11.7K 0.08% 194
2023
Q4
$155K Sell
4,370
-352
-7% -$12.5K 0.08% 193
2023
Q3
$183K Hold
4,722
0.1% 171
2023
Q2
$167K Hold
4,722
0.09% 180
2023
Q1
$179K Sell
4,722
-210
-4% -$7.96K 0.1% 171
2022
Q4
$172K Hold
4,932
0.11% 164
2022
Q3
$141K Hold
4,932
0.1% 170
2022
Q2
$140K Hold
4,932
0.1% 173
2022
Q1
$145K Sell
4,932
-542
-10% -$15.9K 0.09% 185
2021
Q4
$146K Buy
+5,474
New +$146K 0.09% 189