Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
8,046
+46
+0.6% +$1.77K 0.05% 242
2025
Q1
$310K Sell
8,000
-300
-4% -$11.6K 0.05% 222
2024
Q4
$281K Sell
8,300
-181
-2% -$6.12K 0.04% 244
2024
Q3
$347K Hold
8,481
0.05% 217
2024
Q2
$327K Hold
8,481
0.06% 200
2024
Q1
$364K Sell
8,481
-950
-10% -$40.7K 0.07% 183
2023
Q4
$350K Buy
9,431
+2,000
+27% +$74.1K 0.07% 181
2023
Q3
$269K Buy
7,431
+200
+3% +$7.25K 0.07% 192
2023
Q2
$258K Buy
7,231
+3,050
+73% +$109K 0.06% 195
2023
Q1
$149K Buy
4,181
+4,000
+2,210% +$142K 0.04% 272
2022
Q4
$6.36K Buy
+181
New +$6.36K ﹤0.01% 722