Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
13,117
+867
+7% +$25.1K 0.17% 52
2025
Q1
$346K Hold
12,250
0.17% 47
2024
Q4
$279K Sell
12,250
-101
-0.8% -$2.3K 0.14% 54
2024
Q3
$272K Sell
12,351
-247
-2% -$5.43K 0.13% 53
2024
Q2
$241K Sell
12,598
-346
-3% -$6.61K 0.13% 57
2024
Q1
$228K Buy
12,944
+1,828
+16% +$32.2K 0.12% 57
2023
Q4
$187K Buy
11,116
+747
+7% +$12.5K 0.11% 51
2023
Q3
$156K Hold
10,369
0.11% 50
2023
Q2
$165K Buy
+10,369
New +$165K 0.11% 48