Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Sell
3,377
-211
-6% -$11.5K 0.03% 325
2025
Q1
$181K Sell
3,588
-11
-0.3% -$555 0.03% 311
2024
Q4
$163K Sell
3,599
-195
-5% -$8.86K 0.02% 353
2024
Q3
$180K Hold
3,794
0.03% 326
2024
Q2
$174K Sell
3,794
-108
-3% -$4.96K 0.03% 298
2024
Q1
$169K Sell
3,902
-5
-0.1% -$216 0.03% 307
2023
Q4
$155K Buy
3,907
+836
+27% +$33.2K 0.03% 309
2023
Q3
$103K Hold
3,071
0.03% 335
2023
Q2
$103K Buy
3,071
+2
+0.1% +$67 0.02% 341
2023
Q1
$99.6K Buy
3,069
+2,540
+480% +$82.4K 0.03% 339
2022
Q4
$14.7K Buy
+529
New +$14.7K ﹤0.01% 620