Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Hold
4,041
0.02% 337
2025
Q1
$329K Sell
4,041
-3,705
-48% -$302K 0.02% 330
2024
Q4
$566K Hold
7,746
0.04% 195
2024
Q3
$460K Hold
7,746
0.03% 230
2024
Q2
$396K Sell
7,746
-595
-7% -$30.4K 0.03% 256
2024
Q1
$448K Sell
8,341
-754
-8% -$40.5K 0.03% 242
2023
Q4
$411K Sell
9,095
-343
-4% -$15.5K 0.03% 275
2023
Q3
$464K Sell
9,438
-1,190
-11% -$58.5K 0.04% 232
2023
Q2
$507K Hold
10,628
0.04% 256
2023
Q1
$420K Sell
10,628
-2,089
-16% -$82.6K 0.04% 291
2022
Q4
$522K Sell
12,717
-18
-0.1% -$739 0.05% 242
2022
Q3
$494K Sell
12,735
-1,100
-8% -$42.7K 0.05% 216
2022
Q2
$471K Sell
13,835
-78
-0.6% -$2.66K 0.05% 230
2022
Q1
$342K Hold
13,913
0.03% 331
2021
Q4
$342K Sell
13,913
-15,065
-52% -$370K 0.03% 331
2021
Q3
$726K Buy
+28,978
New +$726K 0.07% 158