Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Hold
1,571
0.16% 50
2025
Q1
$407K Buy
1,571
+9
+0.6% +$2.33K 0.15% 47
2024
Q4
$631K Buy
1,562
+3
+0.2% +$1.21K 0.24% 39
2024
Q3
$408K Hold
1,559
0.15% 45
2024
Q2
$308K Sell
1,559
-165
-10% -$32.7K 0.12% 52
2024
Q1
$295K Sell
1,724
-28
-2% -$4.8K 0.11% 74
2023
Q4
$420K Sell
1,752
-43
-2% -$10.3K 0.19% 53
2023
Q3
$449K Sell
1,795
-79
-4% -$19.7K 0.19% 66
2023
Q2
$524K Buy
1,874
+59
+3% +$16.5K 0.22% 65
2023
Q1
$311K Buy
1,815
+34
+2% +$5.83K 0.14% 77
2022
Q4
$219K Sell
1,781
-35
-2% -$4.31K 0.1% 94
2022
Q3
$440K Buy
1,816
+1
+0.1% +$242 0.25% 62
2022
Q2
$416K Sell
1,815
-15
-0.8% -$3.44K 0.2% 65
2022
Q1
$662K Buy
+1,830
New +$662K 0.26% 61