Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Hold
4,800
0.09% 155
2025
Q1
$352K Sell
4,800
-29
-0.6% -$2.13K 0.1% 146
2024
Q4
$303K Hold
4,829
0.08% 163
2024
Q3
$318K Hold
4,829
0.09% 162
2024
Q2
$349K Hold
4,829
0.1% 149
2024
Q1
$324K Sell
4,829
-400
-8% -$26.8K 0.1% 146
2023
Q4
$344K Buy
5,229
+279
+6% +$18.4K 0.12% 139
2023
Q3
$319K Hold
4,950
0.12% 148
2023
Q2
$299K Sell
4,950
-250
-5% -$15.1K 0.1% 159
2023
Q1
$299K Sell
5,200
-900
-15% -$51.8K 0.11% 154
2022
Q4
$347K Sell
6,100
-200
-3% -$11.4K 0.13% 144
2022
Q3
$313K Sell
6,300
-250
-4% -$12.4K 0.12% 147
2022
Q2
$342K Hold
6,550
0.12% 148
2022
Q1
$360K Buy
+6,550
New +$360K 0.1% 164