Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
4,579
-538
-11% -$40.4K 0.02% 284
2025
Q1
$379K Hold
5,117
0.03% 273
2024
Q4
$391K Sell
5,117
-12
-0.2% -$916 0.03% 271
2024
Q3
$398K Buy
5,129
+22
+0.4% +$1.71K 0.03% 266
2024
Q2
$370K Sell
5,107
-270
-5% -$19.6K 0.03% 268
2024
Q1
$437K Hold
5,377
0.03% 258
2023
Q4
$393K Buy
5,377
+193
+4% +$14.1K 0.03% 261
2023
Q3
$345K Buy
5,184
+201
+4% +$13.4K 0.03% 255
2023
Q2
$364K Hold
4,983
0.03% 252
2023
Q1
$383K Buy
4,983
+400
+9% +$30.8K 0.03% 254
2022
Q4
$350K Hold
4,583
0.03% 249
2022
Q3
$327K Sell
4,583
-47
-1% -$3.35K 0.03% 236
2022
Q2
$395K Buy
4,630
+396
+9% +$33.8K 0.04% 214
2022
Q1
$351K Buy
+4,234
New +$351K 0.03% 215