Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
4,127
-695
-14% -$49.4K 0.09% 162
2025
Q1
$306K Buy
4,822
+1,000
+26% +$63.5K 0.1% 154
2024
Q4
$289K Sell
3,822
-1,600
-30% -$121K 0.1% 156
2024
Q3
$479K Buy
5,422
+2,055
+61% +$182K 0.17% 117
2024
Q2
$254K Buy
3,367
+2,200
+189% +$166K 0.1% 157
2024
Q1
$110K Hold
1,167
0.05% 237
2023
Q4
$127K Hold
1,167
0.06% 210
2023
Q3
$112K Hold
1,167
0.06% 214
2023
Q2
$129K Sell
1,167
-10
-0.8% -$1.11K 0.07% 203
2023
Q1
$144K Hold
1,177
0.08% 191
2022
Q4
$138K Hold
1,177
0.08% 187
2022
Q3
$98K Hold
1,177
0.07% 202
2022
Q2
$120K Hold
1,177
0.08% 191
2022
Q1
$158K Hold
1,177
0.1% 177
2021
Q4
$196K Buy
+1,177
New +$196K 0.12% 161