Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
3,525
-639
-15% -$62.5K 0.09% 60
2025
Q1
$366K Hold
4,164
0.1% 54
2024
Q4
$376K Hold
4,164
0.11% 55
2024
Q3
$336K Sell
4,164
-3,574
-46% -$289K 0.1% 59
2024
Q2
$524K Buy
7,738
+737
+11% +$49.9K 0.16% 47
2024
Q1
$421K Buy
7,001
+2
+0% +$120 0.13% 51
2023
Q4
$368K Hold
6,999
0.12% 53
2023
Q3
$373K Hold
6,999
0.14% 52
2023
Q2
$367K Buy
6,999
+3
+0% +$157 0.14% 51
2023
Q1
$344K Buy
6,996
+105
+2% +$5.16K 0.13% 52
2022
Q4
$326K Buy
+6,891
New +$326K 0.13% 52