Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
25,928
-27,098
-51% -$235K 0.07% 176
2025
Q1
$353K Hold
53,026
0.11% 124
2024
Q4
$408K Hold
53,026
0.13% 111
2024
Q3
$548K Hold
53,026
0.18% 91
2024
Q2
$458K Hold
53,026
0.16% 113
2024
Q1
$485K Hold
53,026
0.16% 113
2023
Q4
$477K Hold
53,026
0.17% 114
2023
Q3
$383K Hold
53,026
0.15% 125
2023
Q2
$523K Hold
53,026
0.2% 111
2023
Q1
$362K Hold
53,026
0.14% 129
2022
Q4
$334K Hold
53,026
0.14% 130
2022
Q3
$198K Hold
53,026
0.09% 155
2022
Q2
$377K Hold
53,026
0.16% 124
2022
Q1
$649K Buy
53,026
+11,886
+29% +$145K 0.24% 102
2021
Q4
$687K Buy
+41,140
New +$687K 0.25% 105