Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
9,199
+1,433
+18% +$42.9K ﹤0.01% 226
2025
Q1
$262K Sell
7,766
-1,985
-20% -$67.1K ﹤0.01% 235
2024
Q4
$288K Sell
9,751
-448
-4% -$13.2K ﹤0.01% 228
2024
Q3
$320K Buy
10,199
+1,549
+18% +$48.6K ﹤0.01% 224
2024
Q2
$312K Buy
8,650
+262
+3% +$9.46K ﹤0.01% 214
2024
Q1
$316K Buy
8,388
+725
+9% +$27.3K ﹤0.01% 227
2023
Q4
$271K Hold
7,663
﹤0.01% 226
2023
Q3
$297K Hold
7,663
﹤0.01% 222
2023
Q2
$270K Hold
7,663
﹤0.01% 231
2023
Q1
$291K Buy
7,663
+148
+2% +$5.62K ﹤0.01% 215
2022
Q4
$262K Buy
7,515
+70
+0.9% +$2.45K ﹤0.01% 220
2022
Q3
$213K Buy
+7,445
New +$213K ﹤0.01% 233