Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Hold
4,345
0.09% 159
2025
Q1
$268K Sell
4,345
-20
-0.5% -$1.23K 0.09% 163
2024
Q4
$258K Buy
4,365
+474
+12% +$28.1K 0.09% 165
2024
Q3
$207K Sell
3,891
-75
-2% -$3.99K 0.08% 179
2024
Q2
$188K Sell
3,966
-561
-12% -$26.7K 0.08% 187
2024
Q1
$226K Sell
4,527
-241
-5% -$12K 0.1% 170
2023
Q4
$241K Buy
4,768
+60
+1% +$3.03K 0.12% 152
2023
Q3
$253K Sell
4,708
-18
-0.4% -$967 0.14% 138
2023
Q2
$245K Hold
4,726
0.13% 150
2023
Q1
$247K Sell
4,726
-225
-5% -$11.8K 0.14% 146
2022
Q4
$236K Hold
4,951
0.15% 149
2022
Q3
$198K Hold
4,951
0.14% 145
2022
Q2
$211K Sell
4,951
-90
-2% -$3.84K 0.15% 138
2022
Q1
$281K Buy
5,041
+275
+6% +$15.3K 0.17% 127
2021
Q4
$302K Buy
+4,766
New +$302K 0.19% 125