Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$300K Sell
7,769
-145
-2% -$5.6K 0.07% 192
2024
Q4
$268K Buy
7,914
+133
+2% +$4.5K 0.06% 207
2024
Q3
$318K Sell
7,781
-100
-1% -$4.09K 0.12% 96
2024
Q2
$303K Hold
7,881
0.13% 94
2024
Q1
$338K Sell
7,881
-128
-2% -$5.49K 0.1% 162
2023
Q4
$297K Hold
8,009
0.09% 162
2023
Q3
$290K Hold
8,009
0.1% 155
2023
Q2
$285K Sell
8,009
-240
-3% -$8.54K 0.33% 65
2023
Q1
$293K Hold
8,249
0.12% 130
2022
Q4
$289K Buy
+8,249
New +$289K 0.13% 119