Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
23,984
-200
-0.8% -$1.41K ﹤0.01% 1164
2025
Q1
$153K Hold
24,184
﹤0.01% 1147
2024
Q4
$228K Sell
24,184
-17,241
-42% -$163K ﹤0.01% 1109
2024
Q3
$314K Buy
41,425
+145
+0.4% +$1.1K ﹤0.01% 1045
2024
Q2
$304K Hold
41,280
﹤0.01% 1023
2024
Q1
$535K Hold
41,280
﹤0.01% 831
2023
Q4
$735K Hold
41,280
0.01% 705
2023
Q3
$791K Hold
41,280
0.01% 643
2023
Q2
$651K Hold
41,280
﹤0.01% 716
2023
Q1
$733K Buy
41,280
+55
+0.1% +$977 0.01% 659
2022
Q4
$338K Buy
41,225
+22,867
+125% +$187K ﹤0.01% 935
2022
Q3
$168K Sell
18,358
-42
-0.2% -$384 ﹤0.01% 1092
2022
Q2
$214K Buy
+18,400
New +$214K ﹤0.01% 1078