Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Sell
2,324
-100
-4% -$7.45K 0.05% 202
2025
Q1
$153K Hold
2,424
0.05% 209
2024
Q4
$138K Sell
2,424
-26
-1% -$1.48K 0.05% 215
2024
Q3
$144K Hold
2,450
0.05% 220
2024
Q2
$132K Sell
2,450
-198
-7% -$10.7K 0.05% 224
2024
Q1
$153K Buy
2,648
+45
+2% +$2.6K 0.07% 202
2023
Q4
$125K Hold
2,603
0.06% 211
2023
Q3
$133K Hold
2,603
0.07% 196
2023
Q2
$149K Sell
2,603
-79
-3% -$4.52K 0.08% 191
2023
Q1
$162K Sell
2,682
-224
-8% -$13.5K 0.09% 179
2022
Q4
$171K Sell
2,906
-130
-4% -$7.65K 0.11% 165
2022
Q3
$174K Sell
3,036
-93
-3% -$5.33K 0.12% 155
2022
Q2
$169K Sell
3,129
-72
-2% -$3.89K 0.12% 156
2022
Q1
$184K Sell
3,201
-35
-1% -$2.01K 0.11% 163
2021
Q4
$153K Buy
+3,236
New +$153K 0.09% 182