Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
2,203
-1,574
-42% -$162K 0.12% 64
2025
Q1
$350K Hold
3,777
0.21% 68
2024
Q4
$353K Hold
3,777
0.2% 78
2024
Q3
$370K Hold
3,777
0.24% 69
2024
Q2
$370K Hold
3,777
0.21% 68
2024
Q1
$465K Buy
3,777
+1,057
+39% +$130K 0.28% 45
2023
Q4
$330K Hold
2,720
0.22% 71
2023
Q3
$322K Buy
2,720
+841
+45% +$99.6K 0.24% 62
2023
Q2
$223 Sell
1,879
-841
-31% -$100 0.17% 113
2023
Q1
$368K Hold
2,720
0.31% 43
2022
Q4
$377K Buy
2,720
+156
+6% +$21.6K 0.34% 37
2022
Q3
$247K Hold
2,564
0.23% 68
2022
Q2
$253K Buy
2,564
+862
+51% +$85.1K 0.22% 70
2022
Q1
$217K Buy
+1,702
New +$217K 0.16% 103